Integrated Wealth Concepts’s Lindblad Expeditions LIND Stock Holding History

Integrated Wealth Concepts’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	$25.1K	Buy	+890	New	+$18.8K	﹤0.01%	3902

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

Integrated Wealth Concepts's LIND Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Lindblad Expeditions (LIND) in Q2 2026: 890 shares worth $25.1K. The stake represents ﹤0.01% of the portfolio and ranks #3902 among its holdings.

226 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

Integrated Wealth Concepts held 890 shares of Lindblad Expeditions worth $25.1K as of Q2 2026.
Lindblad Expeditions was a new Integrated Wealth Concepts position in Q2 2026.
Lindblad Expeditions made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3902 holding.
226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.