Rothschild Investment LLC’s Lindblad Expeditions LIND Stock Holding History

Rothschild Investment LLC’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	$8.08K	Buy	286 +73	+34%	+$1.54K	﹤0.01%	2013
2026 Q1	$3.69K	Buy	213 +94	+79%	+$1.67K	﹤0.01%	2227
2025 Q4	$1.72K	Buy	119 +9	+8%	+$114	﹤0.01%	2456
2025 Q3	$1.41K	Sell	110 -45	-29%	-$592	﹤0.01%	2432
2025 Q2	$1.81K	Sell	155 -15	-9%	-$149	﹤0.01%	2147
2025 Q1	$1.58K	Buy	170 +45	+36%	+$514	﹤0.01%	2050
2024 Q4	$1.48K	Buy	125 +70	+127%	+$803	﹤0.01%	1980
2024 Q3	$509	Hold	55	–	–	﹤0.01%	2462
2024 Q2	$531	Buy	+55	New	+$426	﹤0.01%	1975

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

Rothschild Investment LLC's LIND Position: Q2 2026 in Review

Rothschild Investment LLC increased its Lindblad Expeditions (LIND) stake by 34% in Q2 2026, buying an estimated $1.54K and bringing the position to 286 shares worth $8.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2013.

Rothschild Investment LLC first reported a position in LIND in Q2 2024 and has held it in 9 quarters since. 226 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

Rothschild Investment LLC held 286 shares of Lindblad Expeditions worth $8.08K as of Q2 2026.
Rothschild Investment LLC bought 73 Lindblad Expeditions shares in Q2 2026, an estimated $1.54K.
Lindblad Expeditions made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2013 holding.
Rothschild Investment LLC first reported a position in Lindblad Expeditions in Q2 2024 and has held it in 9 quarters since.
226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.