Physician Wealth Advisors’s Lindblad Expeditions LIND Stock Holding History

Physician 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	$368	Buy	+13	New	+$275	﹤0.01%	2268

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

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

Physician Wealth Advisors opened a new position in Lindblad Expeditions (LIND) in Q2 2026: 13 shares worth $368. The stake represents ﹤0.01% of the portfolio and ranks #2268 among its holdings.

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

Physician Wealth Advisors held 13 shares of Lindblad Expeditions worth $368 as of Q2 2026.
Lindblad Expeditions was a new Physician Wealth Advisors position in Q2 2026.
Lindblad Expeditions made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2268 holding.
226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.