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Shepherd Wealth Management’s Arista Networks ANET Stock Holding History

Shepherd Wealth 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
-3,252
Closed -$450K – 43
2025
Q2 		$450K Sell
3,252
-1,354
-29% -$117K 0.31% 25
2025
Q1 		$357K Sell
4,606
-1,878
-29% -$190K 0.37% 25
2024
Q4 		$717K Buy
+6,484
New +$667K 0.7% 29

Other funds holding ANET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shepherd Wealth Management's ANET Position: Q3 2025 in Review

Shepherd Wealth Management sold out of Arista Networks (ANET) in Q3 2025, closing a stake of 3,252 shares — an estimated $450K sold.

Shepherd Wealth Management first reported a position in ANET in Q4 2024 and held it in 3 quarters. The position peaked at $717K in Q4 2024. 1,893 funds tracked by Wall St. Rank hold ANET as of Q3 2025.

  • Shepherd Wealth Management reported no remaining Arista Networks position as of Q3 2025 after selling out during the quarter.
  • Shepherd Wealth Management sold 3,252 Arista Networks shares in Q3 2025, an estimated $450K.
  • Shepherd Wealth Management first reported a position in Arista Networks in Q4 2024 and held it in 3 quarters.
  • Shepherd Wealth Management's Arista Networks position peaked at $717K in Q4 2024.
  • 1,893 funds tracked by Wall St. Rank held Arista Networks as of Q3 2025.

Based on Shepherd Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.