Pacific Point Advisors’s Arista Networks ANET Stock Holding History

Pacific Point 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
2026 Q2	$2.1M	Sell	12,385 -1,861	-13%	-$292K	0.96%	32
2026 Q1	$1.75M	Sell	14,246 -65	-0.5%	-$8.7K	0.92%	24
2025 Q4	$1.88M	Sell	14,311 -295	-2%	-$40.6K	1%	18
2025 Q3	$2.13M	Sell	14,606 -5,159	-26%	-$664K	1.24%	18
2025 Q2	$2.02M	Buy	19,765 +884	+5%	+$76.5K	1.1%	15
2025 Q1	$1.46M	Buy	+18,881	New	+$1.91M	0.81%	31

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

Pacific Point Advisors's ANET Position: Q2 2026 in Review

Pacific Point Advisors reduced its Arista Networks (ANET) stake by 13% in Q2 2026, selling an estimated $292K and leaving 12,385 shares worth $2.1M. The position accounts for 0.96% of the portfolio, ranked #32.

Pacific Point Advisors first reported a position in ANET in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.13M in Q3 2025. 2,260 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Pacific Point Advisors held 12,385 shares of Arista Networks worth $2.1M as of Q2 2026.
Pacific Point Advisors sold 1,861 Arista Networks shares in Q2 2026, an estimated $292K.
Arista Networks made up 0.96% of Pacific Point Advisors's portfolio in Q2 2026, its #32 holding.
Pacific Point Advisors first reported a position in Arista Networks in Q1 2025 and has held it in 6 quarters since.
Pacific Point Advisors's Arista Networks position peaked at $2.13M in Q3 2025.
2,260 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.