Delta Global Management’s Arista Networks ANET Stock Holding History

Delta Global 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 Q3	–	Sell	-32,712	Closed	-$3.35M	–	182
2025 Q2	$3.35M	Sell	32,712 -146,046	-82%	-$12.6M	0.22%	36
2025 Q1	$13.9M	Buy	+178,758	New	+$18.1M	1%	26
2024 Q1	–	Sell	-597,068	Closed	-$35.2M	–	35
2023 Q4	$35.2M	Buy	+597,068	New	+$31.4M	5.4%	7

Other funds holding ANET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Delta Global Management's ANET Position: Q3 2025 in Review

Delta Global Management sold out of Arista Networks (ANET) in Q3 2025, closing a stake of 32,712 shares — an estimated $3.35M sold.

Delta Global Management first reported a position in ANET in Q4 2023 and held it in 3 quarters. The position peaked at $35.2M in Q4 2023. 1,894 funds tracked by Wall St. Rank hold ANET as of Q3 2025.

Delta Global Management reported no remaining Arista Networks position as of Q3 2025 after selling out during the quarter.
Delta Global Management sold 32,712 Arista Networks shares in Q3 2025, an estimated $3.35M.
Delta Global Management first reported a position in Arista Networks in Q4 2023 and held it in 3 quarters.
Delta Global Management's Arista Networks position peaked at $35.2M in Q4 2023.
1,894 funds tracked by Wall St. Rank held Arista Networks as of Q3 2025.

Based on Delta Global Management's 13F filing for Q3 2025, filed 14 Nov 2025.