Nepsis Inc’s Arista Networks ANET Stock Holding History

Nepsis Inc’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 Q3	$13.2M	Sell	64,636 -16,117	-20%	-$3.03M	4.15%	15
2026 Q2	$13.7M	Buy	80,753 +2,063	+3%	+$324K	4.65%	11
2026 Q1	$9.66M	Sell	78,690 -2,716	-3%	-$363K	3.24%	17
2025 Q4	$10.7M	Buy	81,406 +2,553	+3%	+$351K	3.3%	17
2025 Q3	$11.5M	Sell	78,853 -46,009	-37%	-$5.92M	3.64%	15
2025 Q2	$12.8M	Sell	124,862 -16,256	-12%	-$1.41M	3.56%	19
2025 Q1	$10.9M	Buy	+141,118	New	+$14.3M	2.7%	20
2020 Q4	–	Sell	-501,072	Closed	-$6.48M	–	34
2020 Q3	$6.48M	Buy	501,072 +155,072	+45%	+$2.13M	3.11%	19
2020 Q2	$4.54M	Buy	+346,000	New	+$4.68M	2.2%	23

Other funds holding ANET

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Nepsis Inc's ANET Position: Q3 2026 in Review

Nepsis Inc reduced its Arista Networks (ANET) stake by 20% in Q3 2026, selling an estimated $3.03M and leaving 64,636 shares worth $13.2M. The position accounts for 4.15% of the portfolio, ranked #15.

Nepsis Inc first reported a position in ANET in Q2 2020 and has held it in 9 quarters since. The position peaked at $13.7M in Q2 2026. 234 funds tracked by Wall St. Rank hold ANET as of Q3 2026.

Nepsis Inc held 64,636 shares of Arista Networks worth $13.2M as of Q3 2026.
Nepsis Inc sold 16,117 Arista Networks shares in Q3 2026, an estimated $3.03M.
Arista Networks made up 4.15% of Nepsis Inc's portfolio in Q3 2026, its #15 holding.
Nepsis Inc first reported a position in Arista Networks in Q2 2020 and has held it in 9 quarters since.
Nepsis Inc's Arista Networks position peaked at $13.7M in Q2 2026.
234 funds tracked by Wall St. Rank held Arista Networks as of Q3 2026.

Based on Nepsis Inc's 13F filing for Q3 2026, filed 13 Oct 2026.