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NorthAvenue LLC’s Arista Networks ANET Stock Holding History

NorthAvenue LLC’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 		$15.8K Buy
93
+48
+107% +$7.54K 0.01% 120
2026
Q1 		$5.53K Hold
45
– – ﹤0.01% 149
2025
Q4 		$5.9K Buy
+45
New +$6.2K ﹤0.01% 155

Other funds holding ANET

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

NorthAvenue LLC's ANET Position: Q2 2026 in Review

NorthAvenue LLC increased its Arista Networks (ANET) stake by 107% in Q2 2026, buying an estimated $7.54K and bringing the position to 93 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #120.

NorthAvenue LLC first reported a position in ANET in Q4 2025 and has held it in 3 quarters since. 469 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • NorthAvenue LLC held 93 shares of Arista Networks worth $15.8K as of Q2 2026.
  • NorthAvenue LLC bought 48 Arista Networks shares in Q2 2026, an estimated $7.54K.
  • Arista Networks made up 0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #120 holding.
  • NorthAvenue LLC first reported a position in Arista Networks in Q4 2025 and has held it in 3 quarters since.
  • 469 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.