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Nicholas Investment Partners’s Arista Networks ANET Stock Holding History

Nicholas Investment 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
2026
Q2 		$3.69M Sell
21,719
-1,188
-5% -$187K 0.21% 144
2026
Q1 		$2.81M Sell
22,907
-8,979
-28% -$1.2M 0.2% 143
2025
Q4 		$4.18M Hold
31,886
– – 0.3% 121
2025
Q3 		$4.65M Hold
31,886
– – 0.36% 105
2025
Q2 		$3.26M Buy
+31,886
New +$2.76M 0.29% 125
2025
Q1 		– Sell
-7,710
Closed -$852K – 195
2024
Q4 		$852K Buy
+7,710
New +$793K 0.07% 190
2019
Q4 		– Sell
-105,744
Closed -$1.58M – 205
2019
Q3 		$1.58M Sell
105,744
-864
-0.8% -$13.4K 0.13% 176
2019
Q2 		$1.73M Sell
106,608
-7,296
-6% -$126K 0.16% 174
2019
Q1 		$2.24M Buy
113,904
+144
+0.1% +$2.29K 0.2% 159
2018
Q4 		$1.5M Sell
113,760
-30,768
-21% -$442K 0.16% 187
2018
Q3 		$2.4M Sell
144,528
-10,176
-7% -$173K 0.19% 178
2018
Q2 		$2.49M Sell
154,704
-8,016
-5% -$131K 0.18% 172
2018
Q1 		$2.6M Buy
162,720
+31,936
+24% +$538K 0.19% 168
2017
Q4 		$1.93M Buy
+130,784
New +$1.75M 0.13% 212
2015
Q2 		– Sell
-1,176,608
Closed -$5.19M – 308
2015
Q1 		$5.19M Buy
1,176,608
+518,864
+79% +$2.15M 0.32% 102
2014
Q4 		$2.5M Buy
657,744
+97,856
+17% +$454K 0.16% 221
2014
Q3 		$3.09M Buy
+559,888
New +$2.66M 0.19% 189

Other funds holding ANET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Nicholas Investment Partners's ANET Position: Q2 2026 in Review

Nicholas Investment Partners reduced its Arista Networks (ANET) stake by 5.2% in Q2 2026, selling an estimated $187K and leaving 21,719 shares worth $3.69M. The position accounts for 0.21% of the portfolio, ranked #144.

Nicholas Investment Partners first reported a position in ANET in Q3 2014 and has held it in 17 quarters since. The position peaked at $5.19M in Q1 2015. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Nicholas Investment Partners held 21,719 shares of Arista Networks worth $3.69M as of Q2 2026.
  • Nicholas Investment Partners sold 1,188 Arista Networks shares in Q2 2026, an estimated $187K.
  • Arista Networks made up 0.21% of Nicholas Investment Partners's portfolio in Q2 2026, its #144 holding.
  • Nicholas Investment Partners first reported a position in Arista Networks in Q3 2014 and has held it in 17 quarters since.
  • Nicholas Investment Partners's Arista Networks position peaked at $5.19M in Q1 2015.
  • 2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Nicholas Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.