BNC Wealth Management’s Arista Networks ANET Stock Holding History

BNC Wealth Management’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	$7.36M	Sell	59,936 -29,172	-33%	-$3.9M	2.04%	13
2025 Q4	$11.7M	Sell	89,108 -1,794	-2%	-$247K	2.99%	7
2025 Q3	$13.2M	Buy	90,902 +189	+0.2%	+$24.3K	3.34%	7
2025 Q2	$9.28M	Buy	90,713 +185	+0.2%	+$16K	2.75%	8
2025 Q1	$7.01M	Sell	90,528 -567	-0.6%	-$57.5K	2.53%	8
2024 Q4	$10.1M	Buy	91,095 +3,967	+5%	+$408K	3.31%	7
2024 Q3	$8.36M	Buy	87,128 +3,452	+4%	+$301K	3.08%	7
2024 Q2	$7.33M	Buy	83,676 +23,972	+40%	+$1.78M	2.72%	8
2024 Q1	$4.33M	Buy	59,704 +2,300	+4%	+$155K	1.85%	18
2023 Q4	$3.38M	Buy	57,404 +5,788	+11%	+$304K	1.6%	22
2023 Q3	$2.37M	Buy	+51,616	New	+$2.3M	1.27%	31
2020 Q4	–	Sell	-1,344	Closed	-$17K	–	113
2020 Q3	$17K	Buy	+1,344	New	+$18.5K	0.01%	245

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

BNC Wealth Management's ANET Position: Q1 2026 in Review

BNC Wealth Management reduced its Arista Networks (ANET) stake by 33% in Q1 2026, selling an estimated $3.9M and leaving 59,936 shares worth $7.36M. The position accounts for 2.04% of the portfolio, ranked #13.

BNC Wealth Management first reported a position in ANET in Q3 2020 and has held it in 12 quarters since. The position peaked at $13.2M in Q3 2025. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

BNC Wealth Management held 59,936 shares of Arista Networks worth $7.36M as of Q1 2026.
BNC Wealth Management sold 29,172 Arista Networks shares in Q1 2026, an estimated $3.9M.
Arista Networks made up 2.04% of BNC Wealth Management's portfolio in Q1 2026, its #13 holding.
BNC Wealth Management first reported a position in Arista Networks in Q3 2020 and has held it in 12 quarters since.
BNC Wealth Management's Arista Networks position peaked at $13.2M in Q3 2025.
2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on BNC Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.