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Painted Porch Advisors’s Arista Networks ANET Stock Holding History

Painted Porch 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
-86
Closed -$12.5K – 87
2025
Q3 		$12.5K Hold
86
– – ﹤0.01% 266
2025
Q2 		$8.8K Buy
86
+26
+43% +$2.25K ﹤0.01% 288
2025
Q1 		$4.65K Hold
60
– – ﹤0.01% 344
2024
Q4 		$6.63K Buy
+60
New +$6.17K ﹤0.01% 303

Other funds holding ANET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Painted Porch Advisors's ANET Position: Q4 2025 in Review

Painted Porch Advisors sold out of Arista Networks (ANET) in Q4 2025, closing a stake of 86 shares — an estimated $12.5K sold.

Painted Porch Advisors first reported a position in ANET in Q4 2024 and held it in 4 quarters. The position peaked at $12.5K in Q3 2025. 1,995 funds tracked by Wall St. Rank hold ANET as of Q4 2025.

  • Painted Porch Advisors reported no remaining Arista Networks position as of Q4 2025 after selling out during the quarter.
  • Painted Porch Advisors sold 86 Arista Networks shares in Q4 2025, an estimated $12.5K.
  • Painted Porch Advisors first reported a position in Arista Networks in Q4 2024 and held it in 4 quarters.
  • Painted Porch Advisors's Arista Networks position peaked at $12.5K in Q3 2025.
  • 1,995 funds tracked by Wall St. Rank held Arista Networks as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.