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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
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

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

North Point Portfolio Managers's ANET Position: Q2 2026 in Review

North Point Portfolio Managers reduced its Arista Networks (ANET) stake by 1.9% in Q2 2026, selling an estimated $337K and leaving 108,694 shares worth $18.5M. The position accounts for 3.05% of the portfolio, ranked #9.

North Point Portfolio Managers first reported a position in ANET in Q2 2025 and has held it in 5 quarters since. 2,257 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • North Point Portfolio Managers held 108,694 shares of Arista Networks worth $18.5M as of Q2 2026.
  • North Point Portfolio Managers sold 2,145 Arista Networks shares in Q2 2026, an estimated $337K.
  • Arista Networks made up 3.05% of North Point Portfolio Managers's portfolio in Q2 2026, its #9 holding.
  • North Point Portfolio Managers first reported a position in Arista Networks in Q2 2025 and has held it in 5 quarters since.
  • 2,257 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on North Point Portfolio Managers's 13F filing for Q2 2026, filed 31 Jul 2026.