Cabot Wealth Management’s Enterprise Bancorp EBTC Stock Holding History

Cabot Wealth Management’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	-7,308	Closed	-$290K	–	136
2025 Q2	$290K	Hold	7,308	–	–	0.03%	116
2025 Q1	$285K	Hold	7,308	–	–	0.04%	117
2024 Q4	$289K	Hold	7,308	–	–	0.04%	112
2024 Q3	$234K	Buy	+7,308	New	+$210K	0.03%	124
2024 Q1	–	Sell	-7,308	Closed	-$236K	–	144
2023 Q4	$236K	Hold	7,308	–	–	0.03%	134
2023 Q3	$200K	Hold	7,308	–	–	0.03%	140
2023 Q2	$211K	Hold	7,308	–	–	0.03%	139
2023 Q1	$230K	Hold	7,308	–	–	0.04%	130
2022 Q4	$258K	Hold	7,308	–	–	0.04%	128
2022 Q3	$219K	Hold	7,308	–	–	0.04%	143
2022 Q2	$235K	Hold	7,308	–	–	0.04%	141
2022 Q1	$293K	Hold	7,308	–	–	0.04%	141
2021 Q4	$328K	Hold	7,308	–	–	0.04%	137
2021 Q3	$263K	Hold	7,308	–	–	0.04%	142
2021 Q2	$239K	Hold	7,308	–	–	0.03%	149
2021 Q1	$238K	Buy	+7,308	New	+$214K	0.03%	146

Other funds holding EBTC

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Cabot Wealth Management's EBTC Position: Q3 2025 in Review

Cabot Wealth Management sold out of Enterprise Bancorp (EBTC) in Q3 2025, closing a stake of 7,308 shares — an estimated $290K sold.

Cabot Wealth Management first reported a position in EBTC in Q1 2021 and held it in 16 quarters. The position peaked at $328K in Q4 2021. 1 fund tracked by Wall St. Rank holds EBTC as of Q3 2025.

Cabot Wealth Management reported no remaining Enterprise Bancorp position as of Q3 2025 after selling out during the quarter.
Cabot Wealth Management sold 7,308 Enterprise Bancorp shares in Q3 2025, an estimated $290K.
Cabot Wealth Management first reported a position in Enterprise Bancorp in Q1 2021 and held it in 16 quarters.
Cabot Wealth Management's Enterprise Bancorp position peaked at $328K in Q4 2021.
1 fund tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2025.

Based on Cabot Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.