Geneva Partners’s Arista Networks ANET Stock Holding History

Geneva Partners’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	-16,325	Closed	-$2.38M	–	70
2025 Q3	$2.38M	Buy	+16,325	New	+$2.1M	0.87%	30
2025 Q2	–	Sell	-27,432	Closed	-$2.13M	–	73
2025 Q1	$2.13M	Sell	27,432 -912	-3%	-$92.5K	1.1%	27
2024 Q4	$3.13M	Sell	28,344 -104	-0.4%	-$10.7K	1.27%	26
2024 Q3	$2.73M	Sell	28,448 -28,924	-50%	-$2.52M	1.18%	28
2024 Q2	$5.03M	Sell	57,372 -12,144	-17%	-$903K	2.07%	18
2024 Q1	$5.04M	Hold	69,516	–	–	2.22%	17
2023 Q4	$4.09M	Buy	+69,516	New	+$3.65M	2.27%	16
2023 Q2	–	Sell	-13,060	Closed	-$548K	–	76
2023 Q1	$548K	Buy	+13,060	New	+$449K	0.47%	43
2018 Q1	–	Sell	-48,720	Closed	-$717K	–	77
2017 Q4	$717K	Buy	+48,720	New	+$652K	0.54%	61

Other funds holding ANET

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geneva Partners's ANET Position: Q4 2025 in Review

Geneva Partners sold out of Arista Networks (ANET) in Q4 2025, closing a stake of 16,325 shares — an estimated $2.38M sold.

Geneva Partners first reported a position in ANET in Q4 2017 and held it in 9 quarters. The position peaked at $5.04M in Q1 2024. 1,993 funds tracked by Wall St. Rank hold ANET as of Q4 2025.

Geneva Partners reported no remaining Arista Networks position as of Q4 2025 after selling out during the quarter.
Geneva Partners sold 16,325 Arista Networks shares in Q4 2025, an estimated $2.38M.
Geneva Partners first reported a position in Arista Networks in Q4 2017 and held it in 9 quarters.
Geneva Partners's Arista Networks position peaked at $5.04M in Q1 2024.
1,993 funds tracked by Wall St. Rank held Arista Networks as of Q4 2025.

Based on Geneva Partners's 13F filing for Q4 2025, filed 3 Feb 2026.