SPIA
LIND icon

Steward Partners Investment Advisory’s Lindblad Expeditions LIND Stock Holding History

Steward Partners Investment Advisory’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
2025
Q2 		– Sell
-32
Closed -$297 – 4201
2025
Q1 		$297 Hold
32
– – ﹤0.01% 3896
2024
Q4 		$380 Buy
+32
New +$367 ﹤0.01% 3868
2022
Q2 		– Sell
-1,000
Closed -$15K – 3316
2022
Q1 		$15K Hold
1,000
– – ﹤0.01% 2490
2021
Q4 		$16K Buy
1,000
+200
+25% +$3.16K ﹤0.01% 2415
2021
Q3 		$12K Buy
+800
New +$11.2K ﹤0.01% 2547

Other funds holding LIND

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACMC
Anchor Capital Management Company Raleigh, North Carolina $92.7M AUM 19.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's LIND Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Lindblad Expeditions (LIND) in Q2 2025, closing a stake of 32 shares — an estimated $297 sold.

Steward Partners Investment Advisory first reported a position in LIND in Q3 2021 and held it in 5 quarters. The position peaked at $16K in Q4 2021. 164 funds tracked by Wall St. Rank hold LIND as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining Lindblad Expeditions position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 32 Lindblad Expeditions shares in Q2 2025, an estimated $297.
  • Steward Partners Investment Advisory first reported a position in Lindblad Expeditions in Q3 2021 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Lindblad Expeditions position peaked at $16K in Q4 2021.
  • 164 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.