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Sandhill Capital Partners’s Arista Networks ANET Stock Holding History

Sandhill Capital Partners’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 		$38.3M Sell
225,238
-46,994
-17% -$7.38M 3.11% 18
2026
Q1 		$33.4M Sell
272,232
-103,995
-28% -$13.9M 2.87% 21
2025
Q4 		$49.3M Sell
376,227
-11,028
-3% -$1.52M 3.51% 11
2025
Q3 		$56.4M Sell
387,255
-2,178
-0.6% -$280K 3.94% 8
2025
Q2 		$39.8M Buy
389,433
+136,602
+54% +$11.8M 2.86% 18
2025
Q1 		$19.6M Buy
+252,831
New +$25.6M 1.61% 22

Other funds holding ANET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sandhill Capital Partners's ANET Position: Q2 2026 in Review

Sandhill Capital Partners reduced its Arista Networks (ANET) stake by 17% in Q2 2026, selling an estimated $7.38M and leaving 225,238 shares worth $38.3M. The position accounts for 3.11% of the portfolio, ranked #18.

Sandhill Capital Partners first reported a position in ANET in Q1 2025 and has held it in 6 quarters since. The position peaked at $56.4M in Q3 2025. 2,267 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Sandhill Capital Partners held 225,238 shares of Arista Networks worth $38.3M as of Q2 2026.
  • Sandhill Capital Partners sold 46,994 Arista Networks shares in Q2 2026, an estimated $7.38M.
  • Arista Networks made up 3.11% of Sandhill Capital Partners's portfolio in Q2 2026, its #18 holding.
  • Sandhill Capital Partners first reported a position in Arista Networks in Q1 2025 and has held it in 6 quarters since.
  • Sandhill Capital Partners's Arista Networks position peaked at $56.4M in Q3 2025.
  • 2,267 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Sandhill Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.