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 Q2	$2.89M	Sell	17,002 -65,298	-79%	-$10.3M	0.96%	32
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 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

Nutshell Asset Management's ANET Position: Q2 2026 in Review

Nutshell Asset Management reduced its Arista Networks (ANET) stake by 79% in Q2 2026, selling an estimated $10.3M and leaving 17,002 shares worth $2.89M. The position accounts for 0.96% of the portfolio, ranked #32.

Nutshell Asset Management first reported a position in ANET in Q4 2024 and has held it in 5 quarters since. The position peaked at $10.1M in Q1 2026. 2,260 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Nutshell Asset Management held 17,002 shares of Arista Networks worth $2.89M as of Q2 2026.
Nutshell Asset Management sold 65,298 Arista Networks shares in Q2 2026, an estimated $10.3M.
Arista Networks made up 0.96% of Nutshell Asset Management's portfolio in Q2 2026, its #32 holding.
Nutshell Asset Management first reported a position in Arista Networks in Q4 2024 and has held it in 5 quarters since.
Nutshell Asset Management's Arista Networks position peaked at $10.1M in Q1 2026.
2,260 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Nutshell Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.