Morgan Stanley
EBTC

Morgan Stanley’s Enterprise Bancorp EBTC Stock Holding History

Morgan Stanley’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
-41,893
Closed -$1.66M – 8214
2025
Q2 		$1.66M Sell
41,893
-1,681
-4% -$64.1K ﹤0.01% 4826
2025
Q1 		$1.7M Buy
43,574
+6,303
+17% +$258K ﹤0.01% 4709
2024
Q4 		$1.47M Sell
37,271
-28,816
-44% -$1.04M ﹤0.01% 4892
2024
Q3 		$2.11M Buy
66,087
+16,425
+33% +$471K ﹤0.01% 4611
2024
Q2 		$1.24M Sell
49,662
-1,005
-2% -$24.6K ﹤0.01% 4837
2024
Q1 		$1.32M Sell
50,667
-57,465
-53% -$1.59M ﹤0.01% 4821
2023
Q4 		$3.49M Buy
108,132
+65,612
+154% +$1.84M ﹤0.01% 4611
2023
Q3 		$1.16M Sell
42,520
-2,206
-5% -$64.5K ﹤0.01% 4706
2023
Q2 		$1.29M Buy
44,726
+1,348
+3% +$39.2K ﹤0.01% 4673
2023
Q1 		$1.36M Buy
43,378
+3,683
+9% +$127K ﹤0.01% 4685
2022
Q4 		$1.4M Sell
39,695
-114
-0.3% -$3.76K ﹤0.01% 4677
2022
Q3 		$1.19M Sell
39,809
-1,380
-3% -$44.4K ﹤0.01% 4781
2022
Q2 		$1.33M Buy
41,189
+386
+0.9% +$13.2K ﹤0.01% 4826
2022
Q1 		$1.64M Sell
40,803
-6,057
-13% -$247K ﹤0.01% 4663
2021
Q4 		$2.11M Buy
46,860
+4,464
+11% +$177K ﹤0.01% 4544
2021
Q3 		$1.52M Sell
42,396
-1,693
-4% -$56.7K ﹤0.01% 4776
2021
Q2 		$1.44M Sell
44,089
-7,754
-15% -$265K ﹤0.01% 4869
2021
Q1 		$1.69M Buy
51,843
+27,185
+110% +$797K ﹤0.01% 4388
2020
Q4 		$630K Buy
24,658
+6,535
+36% +$161K ﹤0.01% 4933
2020
Q3 		$381K Buy
18,123
+4,966
+38% +$108K ﹤0.01% 4775
2020
Q2 		$314K Buy
13,157
+526
+4% +$12.2K ﹤0.01% 4852
2020
Q1 		$341K Sell
12,631
-8,021
-39% -$237K ﹤0.01% 4591
2019
Q4 		$699K Buy
20,652
+9,014
+77% +$279K ﹤0.01% 4744
2019
Q3 		$349K Buy
11,638
+3,147
+37% +$92.7K ﹤0.01% 4855
2019
Q2 		$269K Sell
8,491
-1,938
-19% -$57.8K ﹤0.01% 4891
2019
Q1 		$299K Sell
10,429
-13,750
-57% -$428K ﹤0.01% 4844
2018
Q4 		$777K Buy
24,179
+462
+2% +$14.6K ﹤0.01% 4475
2018
Q3 		$816K Sell
23,717
-3,050
-11% -$112K ﹤0.01% 4686
2018
Q2 		$1.08M Sell
26,767
-1,798
-6% -$68.5K ﹤0.01% 4580
2018
Q1 		$1.01M Buy
28,565
+16
+0.1% +$539 ﹤0.01% 4536
2017
Q4 		$972K Buy
28,549
+9,772
+52% +$350K ﹤0.01% 4562
2017
Q3 		$682K Buy
18,777
+4,396
+31% +$150K ﹤0.01% 4686
2017
Q2 		$511K Sell
14,381
-3,767
-21% -$126K ﹤0.01% 4782
2017
Q1 		$631K Sell
18,148
-14,606
-45% -$494K ﹤0.01% 4689
2016
Q4 		$1.23M Buy
32,754
+25,271
+338% +$787K ﹤0.01% 4310
2016
Q3 		$210K Buy
7,483
+2,339
+45% +$57.8K ﹤0.01% 4994
2016
Q2 		$123K Buy
5,144
+44
+0.9% +$1.05K ﹤0.01% 5153
2016
Q1 		$134K Sell
5,100
-159
-3% -$3.55K ﹤0.01% 5181
2015
Q4 		$121K Sell
5,259
-438
-8% -$10.2K ﹤0.01% 5308
2015
Q3 		$120K Sell
5,697
-851
-13% -$18.5K ﹤0.01% 5335
2015
Q2 		$153K Sell
6,548
-2,402
-27% -$51.8K ﹤0.01% 5375
2015
Q1 		$190K Buy
8,950
+3,845
+75% +$83.1K ﹤0.01% 5232
2014
Q4 		$129K Sell
5,105
-9
-0.2% -$204 ﹤0.01% 5437
2014
Q3 		$96K Sell
5,114
-175
-3% -$3.46K ﹤0.01% 5501
2014
Q2 		$109K Sell
5,289
-159
-3% -$3.09K ﹤0.01% 5459
2014
Q1 		$111K Sell
5,448
-480
-8% -$9.52K ﹤0.01% 5405
2013
Q4 		$126K Buy
+5,928
New +$116K ﹤0.01% 5254

Other funds holding EBTC

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

Morgan Stanley's EBTC Position: Q3 2025 in Review

Morgan Stanley sold out of Enterprise Bancorp (EBTC) in Q3 2025, closing a stake of 41,893 shares — an estimated $1.66M sold.

Morgan Stanley first reported a position in EBTC in Q4 2013 and held it in 47 quarters. The position peaked at $3.49M in Q4 2023. 1 fund tracked by Wall St. Rank holds EBTC as of Q3 2025.

  • Morgan Stanley reported no remaining Enterprise Bancorp position as of Q3 2025 after selling out during the quarter.
  • Morgan Stanley sold 41,893 Enterprise Bancorp shares in Q3 2025, an estimated $1.66M.
  • Morgan Stanley first reported a position in Enterprise Bancorp in Q4 2013 and held it in 47 quarters.
  • Morgan Stanley's Enterprise Bancorp position peaked at $3.49M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2025.

Based on Morgan Stanley's 13F filing for Q3 2025, filed 14 Nov 2025.