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Nutshell Asset Management’s Arista Networks ANET Stock Holding History

Nutshell Asset 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
Q1 		$10.1M Buy
+82,300
New +$11M 5.49% 7
2025
Q3 		– Sell
-43,000
Closed -$4.4M – 28
2025
Q2 		$4.4M Sell
43,000
-56,832
-57% -$4.92M 2.62% 12
2025
Q1 		$7.73M Buy
99,832
+47,216
+90% +$4.79M 4.03% 12
2024
Q4 		$5.82M Buy
+52,616
New +$5.41M 3.67% 13

Other funds holding ANET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Nutshell Asset Management's ANET Position: Q1 2026 in Review

Nutshell Asset Management opened a new position in Arista Networks (ANET) in Q1 2026: 82,300 shares worth $10.1M. The stake represents 5.49% of the portfolio and ranks #7 among its holdings. This is a return to the name: Nutshell Asset Management previously reported a position in ANET as recently as Q2 2025.

Nutshell Asset Management first reported a position in ANET in Q4 2024 and has held it in 4 quarters since. 2,028 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Nutshell Asset Management held 82,300 shares of Arista Networks worth $10.1M as of Q1 2026.
  • Arista Networks was a new Nutshell Asset Management position in Q1 2026.
  • Arista Networks made up 5.49% of Nutshell Asset Management's portfolio in Q1 2026, its #7 holding.
  • Nutshell Asset Management first reported a position in Arista Networks in Q4 2024 and has held it in 4 quarters since.
  • 2,028 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Nutshell Asset Management's 13F filing for Q1 2026, filed 14 May 2026.