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Wealth Preservation Advisors’s Lindblad Expeditions LIND Stock Holding History

Wealth Preservation 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 		– Sell
-55
Closed -$952 – 548
2026
Q1 		$952 Buy
+55
New +$977 ﹤0.01% 697

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

Wealth Preservation Advisors's LIND Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Lindblad Expeditions (LIND) in Q2 2026, closing a stake of 55 shares — an estimated $952 sold.

Wealth Preservation Advisors first reported a position in LIND in Q1 2026 and held it in 1 quarter. The position peaked at $952 in Q1 2026. 226 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Lindblad Expeditions position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 55 Lindblad Expeditions shares in Q2 2026, an estimated $952.
  • Wealth Preservation Advisors first reported a position in Lindblad Expeditions in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Lindblad Expeditions position peaked at $952 in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.