Picton Mahoney Asset Management’s Arista Networks ANET Stock Holding History

Picton Mahoney 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
2025 Q3	–	Sell	-4,114	Closed	-$421K	–	1067
2025 Q2	$421K	Buy	+4,114	New	+$356K	﹤0.01%	533
2023 Q3	–	Sell	-68,120	Closed	-$2.76M	–	429
2023 Q2	$2.76M	Buy	+68,120	New	+$2.63M	0.12%	195
2022 Q3	–	Sell	-63,280	Closed	-$1.48M	–	757
2022 Q2	$1.48M	Buy	+63,280	New	+$1.74M	0.06%	472

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Picton Mahoney Asset Management's ANET Position: Q3 2025 in Review

Picton Mahoney Asset Management sold out of Arista Networks (ANET) in Q3 2025, closing a stake of 4,114 shares — an estimated $421K sold.

Picton Mahoney Asset Management first reported a position in ANET in Q2 2022 and held it in 3 quarters. The position peaked at $2.76M in Q2 2023. 1,894 funds tracked by Wall St. Rank hold ANET as of Q3 2025.

Picton Mahoney Asset Management reported no remaining Arista Networks position as of Q3 2025 after selling out during the quarter.
Picton Mahoney Asset Management sold 4,114 Arista Networks shares in Q3 2025, an estimated $421K.
Picton Mahoney Asset Management first reported a position in Arista Networks in Q2 2022 and held it in 3 quarters.
Picton Mahoney Asset Management's Arista Networks position peaked at $2.76M in Q2 2023.
1,894 funds tracked by Wall St. Rank held Arista Networks as of Q3 2025.

Based on Picton Mahoney Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.