Northcape Wealth Management’s Arista Networks ANET Stock Holding History

Northcape Wealth Management’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	$4.46M	Sell	26,270 -3,430	-12%	-$539K	1.17%	25
2026 Q1	$3.65M	Sell	29,700 -3,700	-11%	-$495K	0.99%	33
2025 Q4	$4.38M	Hold	33,400	–	–	1.23%	26
2025 Q3	$4.87M	Sell	33,400 -680	-2%	-$87.6K	1.42%	20
2025 Q2	$3.49M	Sell	34,080 -1,000	-3%	-$86.5K	1.06%	31
2025 Q1	$2.72M	Sell	35,080 -11,164	-24%	-$1.13M	0.88%	38
2024 Q4	$5.11M	Sell	46,244 -200	-0.4%	-$20.6K	1.65%	14
2024 Q3	$4.46M	Buy	46,444 +1,000	+2%	+$87.1K	1.46%	19
2024 Q2	$3.98M	Sell	45,444 -800	-2%	-$59.5K	1.44%	18
2024 Q1	$3.35M	Hold	46,244	–	–	1.22%	25
2023 Q4	$2.72M	Sell	46,244 -11,724	-20%	-$616K	0.99%	33
2023 Q3	$2.67M	Hold	57,968	–	–	1.02%	31
2023 Q2	$2.35M	Hold	57,968	–	–	0.85%	43
2023 Q1	$2.43M	Buy	+57,968	New	+$1.99M	0.88%	37

Other funds holding ANET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northcape Wealth Management's ANET Position: Q2 2026 in Review

Northcape Wealth Management reduced its Arista Networks (ANET) stake by 12% in Q2 2026, selling an estimated $539K and leaving 26,270 shares worth $4.46M. The position accounts for 1.17% of the portfolio, ranked #25.

Northcape Wealth Management first reported a position in ANET in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.11M in Q4 2024. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Northcape Wealth Management held 26,270 shares of Arista Networks worth $4.46M as of Q2 2026.
Northcape Wealth Management sold 3,430 Arista Networks shares in Q2 2026, an estimated $539K.
Arista Networks made up 1.17% of Northcape Wealth Management's portfolio in Q2 2026, its #25 holding.
Northcape Wealth Management first reported a position in Arista Networks in Q1 2023 and has held it in 14 quarters since.
Northcape Wealth Management's Arista Networks position peaked at $5.11M in Q4 2024.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Northcape Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.