North Point Portfolio Managers’s Arista Networks ANET Stock Holding History

North Point Portfolio Managers’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	$21.5M	Sell	105,615 -3,079	-3%	-$580K	3.61%	9
2026 Q2	$18.5M	Sell	108,694 -2,145	-2%	-$337K	3.05%	9
2026 Q1	$13.6M	Sell	110,839 -2,108	-2%	-$282K	2.42%	19
2025 Q4	$14.8M	Buy	112,947 +1,356	+1%	+$187K	2.51%	18
2025 Q3	$16.3M	Sell	111,591 -374	-0.3%	-$48.2K	2.69%	15
2025 Q2	$11.5M	Buy	+111,965	New	+$9.69M	1.97%	28

Other funds holding ANET

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 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

North Point Portfolio Managers's ANET Position: Q3 2026 in Review

North Point Portfolio Managers reduced its Arista Networks (ANET) stake by 2.8% in Q3 2026, selling an estimated $580K and leaving 105,615 shares worth $21.5M. The position accounts for 3.61% of the portfolio, ranked #9.

North Point Portfolio Managers first reported a position in ANET in Q2 2025 and has held it in 6 quarters since. 288 funds tracked by Wall St. Rank hold ANET as of Q3 2026.

North Point Portfolio Managers held 105,615 shares of Arista Networks worth $21.5M as of Q3 2026.
North Point Portfolio Managers sold 3,079 Arista Networks shares in Q3 2026, an estimated $580K.
Arista Networks made up 3.61% of North Point Portfolio Managers's portfolio in Q3 2026, its #9 holding.
North Point Portfolio Managers first reported a position in Arista Networks in Q2 2025 and has held it in 6 quarters since.
288 funds tracked by Wall St. Rank held Arista Networks as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.