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Deepwater Asset Management’s Arista Networks ANET Stock Holding History

Deepwater Asset 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
2025
Q4 		– Sell
-12,944
Closed -$1.89M – 48
2025
Q3 		$1.89M Sell
12,944
-133,867
-91% -$17.2M 0.75% 21
2025
Q2 		$15M Sell
146,811
-6,202
-4% -$537K 5.95% 10
2025
Q1 		$11.9M Buy
153,013
+11,083
+8% +$1.12M 5.02% 13
2024
Q4 		$15.7M Sell
141,930
-17,394
-11% -$1.79M 5.12% 6
2024
Q3 		$15.3M Sell
159,324
-12,832
-7% -$1.12M 5.37% 3
2024
Q2 		$15.1M Buy
+172,156
New +$12.8M 5.48% 4

Other funds holding ANET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Deepwater Asset Management's ANET Position: Q4 2025 in Review

Deepwater Asset Management sold out of Arista Networks (ANET) in Q4 2025, closing a stake of 12,944 shares — an estimated $1.89M sold.

Deepwater Asset Management first reported a position in ANET in Q2 2024 and held it in 6 quarters. The position peaked at $15.7M in Q4 2024. 1,995 funds tracked by Wall St. Rank hold ANET as of Q4 2025.

  • Deepwater Asset Management reported no remaining Arista Networks position as of Q4 2025 after selling out during the quarter.
  • Deepwater Asset Management sold 12,944 Arista Networks shares in Q4 2025, an estimated $1.89M.
  • Deepwater Asset Management first reported a position in Arista Networks in Q2 2024 and held it in 6 quarters.
  • Deepwater Asset Management's Arista Networks position peaked at $15.7M in Q4 2024.
  • 1,995 funds tracked by Wall St. Rank held Arista Networks as of Q4 2025.

Based on Deepwater Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.