Arax Advisory Partners’s Enterprise Bancorp EBTC Stock Holding History

Arax Advisory Partners’s Portfolio EBTC Stock Details EBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-40	Closed	-$1.59K	–	3771
2025 Q2	$1.59K	Buy	+40	New	+$1.53K	﹤0.01%	2641
2025 Q1	–	Sell	-32	Closed	-$1.27K	–	2781
2024 Q4	$1.27K	Hold	32	–	–	﹤0.01%	2118
2024 Q3	$1.02K	Hold	32	–	–	﹤0.01%	2250
2024 Q2	$797	Buy	+32	New	+$784	﹤0.01%	2240

Other funds holding EBTC

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Arax Advisory Partners's EBTC Position: Q3 2025 in Review

Arax Advisory Partners sold out of Enterprise Bancorp (EBTC) in Q3 2025, closing a stake of 40 shares — an estimated $1.59K sold.

Arax Advisory Partners first reported a position in EBTC in Q2 2024 and held it in 4 quarters. The position peaked at $1.59K in Q2 2025. 1 fund tracked by Wall St. Rank holds EBTC as of Q3 2025.

Arax Advisory Partners reported no remaining Enterprise Bancorp position as of Q3 2025 after selling out during the quarter.
Arax Advisory Partners sold 40 Enterprise Bancorp shares in Q3 2025, an estimated $1.59K.
Arax Advisory Partners first reported a position in Enterprise Bancorp in Q2 2024 and held it in 4 quarters.
Arax Advisory Partners's Enterprise Bancorp position peaked at $1.59K in Q2 2025.
1 fund tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2025.

Based on Arax Advisory Partners's 13F filing for Q3 2025, filed 14 Nov 2025.