EverSource Wealth Advisors’s Lindblad Expeditions LIND Stock Holding History

EverSource Wealth Advisors’s Portfolio LIND Stock Details LIND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.19K	Buy	290 +101	+53%	+$2.13K	﹤0.01%	3022
2026 Q1	$3.27K	Sell	189 -48	-20%	-$853	﹤0.01%	3460
2025 Q4	$3.42K	Sell	237 -13	-5%	-$164	﹤0.01%	3281
2025 Q3	$3.2K	Buy	250 +19	+8%	+$250	﹤0.01%	3340
2025 Q2	$2.69K	Buy	+231	New	+$2.29K	﹤0.01%	3399
2025 Q1	–	Sell	-14	Closed	-$166	–	4108
2024 Q4	$166	Buy	+14	New	+$161	﹤0.01%	3468

Other funds holding LIND

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

EverSource Wealth Advisors's LIND Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Lindblad Expeditions (LIND) stake by 53% in Q2 2026, buying an estimated $2.13K and bringing the position to 290 shares worth $8.19K. The position accounts for ﹤0.01% of the portfolio, ranked #3022.

EverSource Wealth Advisors first reported a position in LIND in Q4 2024 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

EverSource Wealth Advisors held 290 shares of Lindblad Expeditions worth $8.19K as of Q2 2026.
EverSource Wealth Advisors bought 101 Lindblad Expeditions shares in Q2 2026, an estimated $2.13K.
Lindblad Expeditions made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3022 holding.
EverSource Wealth Advisors first reported a position in Lindblad Expeditions in Q4 2024 and has held it in 6 quarters since.
226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.