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Simon Quick Advisors’s Lindblad Expeditions LIND Stock Holding History

Simon Quick 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 		$545K Hold
19,293
– – 0.02% 258
2026
Q1 		$334K Buy
19,293
+3,175
+20% +$56.4K 0.02% 292
2025
Q4 		$232K Hold
16,118
– – 0.01% 351
2025
Q3 		$206K Buy
16,118
+1,065
+7% +$14K 0.01% 384
2025
Q2 		$176K Buy
15,053
+4,329
+40% +$42.9K 0.01% 351
2025
Q1 		$99.4K Buy
10,724
+137
+1% +$1.56K 0.01% 602
2024
Q4 		$126K Buy
+10,587
New +$121K 0.01% 467
2022
Q2 		– Sell
-5,531
Closed -$83K – 298
2022
Q1 		$83K Hold
5,531
– – 0.02% 163
2021
Q4 		$86K Sell
5,531
-2,377
-30% -$37.5K 0.02% 179
2021
Q3 		$115K Hold
7,908
– – 0.03% 155
2021
Q2 		$126K Hold
7,908
– – 0.03% 132
2021
Q1 		$149K Sell
7,908
-1,166
-13% -$21.2K 0.04% 121
2020
Q4 		$155K Buy
9,074
+3,013
+50% +$34.5K 0.05% 121
2020
Q3 		$52K Hold
6,061
– – 0.01% 186
2020
Q2 		$47K Buy
6,061
+1,860
+44% +$12.8K 0.02% 194
2020
Q1 		$18K Buy
4,201
+1,042
+33% +$13.4K 0.01% 290
2019
Q4 		$52K Hold
3,159
– – 0.02% 218
2019
Q3 		$53K Buy
+3,159
New +$57.4K 0.02% 169
2019
Q2 		– Sell
-3,159
Closed -$48K – 551
2019
Q1 		$48K Hold
3,159
– – 0.02% 202
2018
Q4 		$43K Buy
3,159
+346
+12% +$4.62K 0.02% 193
2018
Q3 		$42K Sell
2,813
-1,352
-32% -$19.2K 0.02% 187
2018
Q2 		$55K Buy
+4,165
New +$49.4K 0.02% 170

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
Goldman Sachs
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
Select Equity Group New York $20.2B AUM 17.52% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Simon Quick Advisors's LIND Position: Q2 2026 in Review

Simon Quick Advisors held its Lindblad Expeditions (LIND) position steady in Q2 2026 at 19,293 shares worth $545K. The position accounts for 0.02% of the portfolio, ranked #258.

Simon Quick Advisors first reported a position in LIND in Q2 2018 and has held it in 22 quarters since. 226 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

  • Simon Quick Advisors held 19,293 shares of Lindblad Expeditions worth $545K as of Q2 2026.
  • Simon Quick Advisors left its Lindblad Expeditions share count unchanged in Q2 2026.
  • Lindblad Expeditions made up 0.02% of Simon Quick Advisors's portfolio in Q2 2026, its #258 holding.
  • Simon Quick Advisors first reported a position in Lindblad Expeditions in Q2 2018 and has held it in 22 quarters since.
  • 226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.