Northeast Investment Management’s Arista Networks ANET Stock Holding History

Northeast Investment 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	$4.24M	Buy	24,987 +6,573	+36%	+$1.03M	0.16%	71
2026 Q1	$2.26M	Buy	18,414 +3,087	+20%	+$413K	0.09%	81
2025 Q4	$2.01M	Buy	15,327 +10,477	+216%	+$1.44M	0.08%	89
2025 Q3	$707K	Buy	4,850 +711	+17%	+$91.6K	0.03%	118
2025 Q2	$423K	Sell	4,139 -799	-16%	-$69.1K	0.02%	136
2025 Q1	$383K	Buy	4,938 +1,743	+55%	+$177K	0.02%	144
2024 Q4	$353K	Buy	+3,195	New	+$329K	0.02%	152

Other funds holding ANET

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Northeast Investment Management's ANET Position: Q2 2026 in Review

Northeast Investment Management increased its Arista Networks (ANET) stake by 36% in Q2 2026, buying an estimated $1.03M and bringing the position to 24,987 shares worth $4.24M. The position accounts for 0.16% of the portfolio, ranked #71.

Northeast Investment Management first reported a position in ANET in Q4 2024 and has held it in 7 quarters since. 928 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Northeast Investment Management held 24,987 shares of Arista Networks worth $4.24M as of Q2 2026.
Northeast Investment Management bought 6,573 Arista Networks shares in Q2 2026, an estimated $1.03M.
Arista Networks made up 0.16% of Northeast Investment Management's portfolio in Q2 2026, its #71 holding.
Northeast Investment Management first reported a position in Arista Networks in Q4 2024 and has held it in 7 quarters since.
928 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Northeast Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.