O'Neil Global Advisors’s Arista Networks ANET Stock Holding History

O'Neil Global Advisors’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
2025 Q4	–	Sell	-90,688	Closed	-$13.2M	–	46
2025 Q3	$13.2M	Buy	+90,688	New	+$11.7M	2.43%	12
2024 Q2	–	Sell	-7,972	Closed	-$578K	–	51
2024 Q1	$578K	Sell	7,972 -11,496	-59%	-$775K	0.71%	18
2023 Q4	$1.15M	Sell	19,468 -147,964	-88%	-$7.77M	0.67%	18
2023 Q3	$7.7M	Buy	+167,432	New	+$7.46M	6.97%	4
2023 Q2	–	Sell	-27,280	Closed	-$1.15M	–	80
2023 Q1	$1.15M	Buy	+27,280	New	+$938K	0.59%	30
2022 Q2	–	Sell	-215,320	Closed	-$7.48M	–	34
2022 Q1	$7.48M	Buy	+215,320	New	+$6.8M	3.87%	8
2021 Q3	–	Sell	-9,168	Closed	-$208K	–	78
2021 Q2	$208K	Buy	+9,168	New	+$191K	0.07%	89

Other funds holding ANET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

O'Neil Global Advisors's ANET Position: Q4 2025 in Review

O'Neil Global Advisors sold out of Arista Networks (ANET) in Q4 2025, closing a stake of 90,688 shares — an estimated $13.2M sold.

O'Neil Global Advisors first reported a position in ANET in Q2 2021 and held it in 7 quarters. The position peaked at $13.2M in Q3 2025. 1,995 funds tracked by Wall St. Rank hold ANET as of Q4 2025.

O'Neil Global Advisors reported no remaining Arista Networks position as of Q4 2025 after selling out during the quarter.
O'Neil Global Advisors sold 90,688 Arista Networks shares in Q4 2025, an estimated $13.2M.
O'Neil Global Advisors first reported a position in Arista Networks in Q2 2021 and held it in 7 quarters.
O'Neil Global Advisors's Arista Networks position peaked at $13.2M in Q3 2025.
1,995 funds tracked by Wall St. Rank held Arista Networks as of Q4 2025.

Based on O'Neil Global Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.