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Severin Investments’s Arista Networks ANET Stock Holding History

Severin Investments’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 		$657K Sell
3,867
-656
-15% -$103K 0.5% 64
2026
Q1 		$555K Buy
4,523
+297
+7% +$39.7K 0.48% 70
2025
Q4 		$554K Sell
4,226
-961
-19% -$132K 0.49% 72
2025
Q3 		$756K Sell
5,187
-630
-11% -$81.1K 0.67% 48
2025
Q2 		$595K Sell
5,817
-670
-10% -$58K 0.56% 60
2025
Q1 		$503K Sell
6,487
-76
-1% -$7.71K 0.5% 74
2024
Q4 		$725K Buy
+6,563
New +$675K 0.72% 30

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

Severin Investments's ANET Position: Q2 2026 in Review

Severin Investments reduced its Arista Networks (ANET) stake by 15% in Q2 2026, selling an estimated $103K and leaving 3,867 shares worth $657K. The position accounts for 0.5% of the portfolio, ranked #64.

Severin Investments first reported a position in ANET in Q4 2024 and has held it in 7 quarters since. The position peaked at $756K in Q3 2025. 2,244 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Severin Investments held 3,867 shares of Arista Networks worth $657K as of Q2 2026.
  • Severin Investments sold 656 Arista Networks shares in Q2 2026, an estimated $103K.
  • Arista Networks made up 0.5% of Severin Investments's portfolio in Q2 2026, its #64 holding.
  • Severin Investments first reported a position in Arista Networks in Q4 2024 and has held it in 7 quarters since.
  • Severin Investments's Arista Networks position peaked at $756K in Q3 2025.
  • 2,244 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Severin Investments's 13F filing for Q2 2026, filed 14 Aug 2026.