Spire Wealth Management’s Lindblad Expeditions LIND Stock Holding History

Spire Wealth Management’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	$15.5K	Buy	+550	New	+$11.6K	﹤0.01%	1517

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

Spire Wealth Management's LIND Position: Q2 2026 in Review

Spire Wealth Management opened a new position in Lindblad Expeditions (LIND) in Q2 2026: 550 shares worth $15.5K. The stake represents ﹤0.01% of the portfolio and ranks #1517 among its holdings.

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

Spire Wealth Management held 550 shares of Lindblad Expeditions worth $15.5K as of Q2 2026.
Lindblad Expeditions was a new Spire Wealth Management position in Q2 2026.
Lindblad Expeditions made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1517 holding.
226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.