Andra AP-fonden’s Arista Networks ANET Stock Holding History

Andra AP-fonden’s Portfolio ANET Stock Details ANET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30.7M	Buy	250,000 +46,000	+23%	+$6.15M	0.37%	42
2025 Q4	$26.7M	Buy	204,000 +7,049	+4%	+$970K	0.33%	85
2025 Q3	$28.7M	Sell	196,951 -127,800	-39%	-$16.5M	0.37%	89
2025 Q2	$33.2M	Buy	324,751 +21,500	+7%	+$1.86M	0.46%	65
2025 Q1	$23.5M	Buy	303,251 +60,451	+25%	+$6.13M	0.39%	86
2024 Q4	$26.8M	Sell	242,800 -47,200	-16%	-$4.85M	0.43%	63
2024 Q3	$27.8M	Sell	290,000 -25,200	-8%	-$2.2M	0.41%	73
2024 Q2	$27.6M	Buy	315,200 +119,600	+61%	+$8.89M	0.46%	60
2024 Q1	$14.2M	Buy	+195,600	New	+$13.2M	0.25%	127
2023 Q3	–	Sell	-153,600	Closed	-$6.22M	–	284
2023 Q2	$6.22M	Sell	153,600 -16,400	-10%	-$634K	0.16%	313
2023 Q1	$7.13M	Buy	170,000 +82,400	+94%	+$2.83M	0.19%	242
2022 Q4	$2.66M	Sell	87,600 -53,200	-38%	-$1.64M	0.08%	467
2022 Q3	$3.97M	Sell	140,800 -158,000	-53%	-$4.56M	0.13%	347
2022 Q2	$7M	Buy	+298,800	New	+$8.2M	0.2%	204
2021 Q4	$12M	Sell	334,800 -188,400	-36%	-$5.62M	0.25%	144
2021 Q3	$11.2M	Buy	523,200 +81,600	+18%	+$1.87M	0.23%	146
2021 Q2	$10M	Buy	441,600 +76,800	+21%	+$1.6M	0.2%	194
2021 Q1	$6.88M	Buy	364,800 +24,000	+7%	+$449K	0.15%	332
2020 Q4	$6.19M	Buy	340,800 +113,600	+50%	+$1.8M	0.14%	372
2020 Q3	$2.94M	Sell	227,200 -131,200	-37%	-$1.8M	0.08%	527
2020 Q2	$4.71M	Buy	358,400 +73,600	+26%	+$996K	0.14%	396
2020 Q1	$3.6M	Buy	284,800 +12,800	+5%	+$166K	0.13%	412
2019 Q4	$3.46M	Buy	272,000 +80,000	+42%	+$1.05M	0.1%	527
2019 Q3	$2.87M	Buy	192,000 +16,000	+9%	+$248K	0.09%	554
2019 Q2	$2.86M	Sell	176,000 -33,600	-16%	-$582K	0.08%	572
2019 Q1	$4.12M	Buy	+209,600	New	+$3.33M	0.12%	454
2018 Q3	$5.48M	Sell	329,600 -33,600	-9%	-$572K	0.14%	346
2018 Q2	$5.84M	Buy	363,200 +148,800	+69%	+$2.43M	0.16%	297
2018 Q1	$3.42M	Buy	214,400 +108,800	+103%	+$1.83M	0.09%	549
2017 Q4	$1.55M	Sell	105,600 -86,400	-45%	-$1.16M	0.04%	609
2017 Q3	$2.27M	Buy	192,000 +89,600	+88%	+$937K	0.05%	523
2017 Q2	$959K	Buy	+102,400	New	+$927K	0.02%	636

Other funds holding ANET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Andra AP-fonden's ANET Position: Q1 2026 in Review

Andra AP-fonden increased its Arista Networks (ANET) stake by 23% in Q1 2026, buying an estimated $6.15M and bringing the position to 250,000 shares worth $30.7M. The position accounts for 0.37% of the portfolio, ranked #42.

Andra AP-fonden first reported a position in ANET in Q2 2017 and has held it in 32 quarters since. The position peaked at $33.2M in Q2 2025. 2,029 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Andra AP-fonden held 250,000 shares of Arista Networks worth $30.7M as of Q1 2026.
Andra AP-fonden bought 46,000 Arista Networks shares in Q1 2026, an estimated $6.15M.
Arista Networks made up 0.37% of Andra AP-fonden's portfolio in Q1 2026, its #42 holding.
Andra AP-fonden first reported a position in Arista Networks in Q2 2017 and has held it in 32 quarters since.
Andra AP-fonden's Arista Networks position peaked at $33.2M in Q2 2025.
2,029 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Andra AP-fonden's 13F filing for Q1 2026, filed 8 May 2026.