UBS AM
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UBS AM’s Lindblad Expeditions LIND Stock Holding History

UBS AM’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 		$1.63M Buy
57,545
+7,864
+16% +$166K ﹤0.01% 2149
2026
Q1 		$859K Buy
49,681
+3,461
+7% +$61.5K ﹤0.01% 2395
2025
Q4 		$666K Buy
46,220
+256
+0.6% +$3.23K ﹤0.01% 2262
2025
Q3 		$588K Sell
45,964
-37,614
-45% -$495K ﹤0.01% 2131
2025
Q2 		$975K Buy
83,578
+38,847
+87% +$385K ﹤0.01% 2391
2025
Q1 		$415K Sell
44,731
-10,904
-20% -$124K ﹤0.01% 2527
2024
Q4 		$660K Buy
55,635
+5,410
+11% +$62K ﹤0.01% 2503
2024
Q3 		$465K Sell
50,225
-14,517
-22% -$135K ﹤0.01% 2661
2024
Q2 		$625K Buy
64,742
+25,306
+64% +$196K ﹤0.01% 2562
2024
Q1 		$368K Hold
39,436
– – ﹤0.01% 2360
2023
Q4 		$444K Hold
39,436
– – ﹤0.01% 2354
2023
Q3 		$284K Buy
39,436
+16,847
+75% +$160K ﹤0.01% 2448
2023
Q2 		$216K Hold
22,589
– – ﹤0.01% 2554
2023
Q1 		$216K Sell
22,589
-3,616
-14% -$36.4K ﹤0.01% 2554
2022
Q4 		$202K Sell
26,205
-13,577
-34% -$115K ﹤0.01% 2445
2022
Q3 		$269K Hold
39,782
– – ﹤0.01% 2524
2022
Q2 		$322K Buy
39,782
+4,401
+12% +$57.3K ﹤0.01% 2457
2022
Q1 		$534K Hold
35,381
– – ﹤0.01% 2442
2021
Q4 		$552K Hold
35,381
– – ﹤0.01% 2518
2021
Q3 		$516K Buy
35,381
+2,638
+8% +$37.1K ﹤0.01% 2490
2021
Q2 		$524K Buy
32,743
+2,255
+7% +$38.1K ﹤0.01% 2518
2021
Q1 		$576K Hold
30,488
– – ﹤0.01% 2336
2020
Q4 		$522K Sell
30,488
-2,829
-8% -$32.4K ﹤0.01% 2285
2020
Q3 		$284K Buy
33,317
+22,256
+201% +$189K ﹤0.01% 2320
2020
Q2 		$85.4K Buy
+11,061
New +$76.4K ﹤0.01% 2449
2016
Q4 		– Sell
-10,603
Closed -$95K – 2581
2016
Q3 		$95K Hold
10,603
– – ﹤0.01% 2577
2016
Q2 		$102K Hold
10,603
– – ﹤0.01% 2581
2016
Q1 		$105K Buy
+10,603
New +$107K ﹤0.01% 2563

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

UBS AM's LIND Position: Q2 2026 in Review

UBS AM increased its Lindblad Expeditions (LIND) stake by 16% in Q2 2026, buying an estimated $166K and bringing the position to 57,545 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2149.

UBS AM first reported a position in LIND in Q1 2016 and has held it in 28 quarters since. 226 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

  • UBS AM held 57,545 shares of Lindblad Expeditions worth $1.63M as of Q2 2026.
  • UBS AM bought 7,864 Lindblad Expeditions shares in Q2 2026, an estimated $166K.
  • Lindblad Expeditions made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2149 holding.
  • UBS AM first reported a position in Lindblad Expeditions in Q1 2016 and has held it in 28 quarters since.
  • 226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.