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Pinnacle Wealth Management Advisory Group’s Lindblad Expeditions LIND Stock Holding History

Pinnacle Wealth Management Advisory Group’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
Q1 		– Sell
-10,029
Closed -$145K – 568
2025
Q4 		$145K Buy
+10,029
New +$126K 0.01% 512

Other funds holding LIND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MP
MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's LIND Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group sold out of Lindblad Expeditions (LIND) in Q1 2026, closing a stake of 10,029 shares — an estimated $145K sold.

Pinnacle Wealth Management Advisory Group first reported a position in LIND in Q4 2025 and held it in 1 quarter. The position peaked at $145K in Q4 2025. 200 funds tracked by Wall St. Rank hold LIND as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group reported no remaining Lindblad Expeditions position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 10,029 Lindblad Expeditions shares in Q1 2026, an estimated $145K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Lindblad Expeditions in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Management Advisory Group's Lindblad Expeditions position peaked at $145K in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.