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Stone Run Capital’s Arista Networks ANET Stock Holding History

Stone Run Capital’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 		$9.68M Sell
66,400
-200
-0.3% -$25.8K 3.81% 5
2025
Q2 		$6.81M Hold
66,600
– – 2.72% 11
2025
Q1 		$5.16M Sell
66,600
-5,600
-8% -$568K 2.17% 21
2024
Q4 		$7.98M Sell
72,200
-1,800
-2% -$185K 3.14% 9
2024
Q3 		$7.1M Sell
74,000
-6,400
-8% -$558K 2.64% 13
2024
Q2 		$7.04M Hold
80,400
– – 2.81% 14
2024
Q1 		$5.83M Hold
80,400
– – 2.23% 22
2023
Q4 		$4.73M Buy
80,400
+1,800
+2% +$94.5K 2.03% 24
2023
Q3 		$3.61M Sell
78,600
-7,200
-8% -$321K 1.77% 26
2023
Q2 		$3.48M Buy
85,800
+10,200
+13% +$394K 1.54% 29
2023
Q1 		$3.17M Sell
75,600
-4,000
-5% -$138K 1.52% 30
2022
Q4 		$2.41M Sell
79,600
-7,600
-9% -$234K 1.22% 29
2022
Q3 		$2.46M Buy
87,200
+13,200
+18% +$381K 1.33% 29
2022
Q2 		$1.73M Sell
74,000
-4,240
-5% -$116K 0.87% 33
2022
Q1 		$2.72M Sell
78,240
-40,800
-34% -$1.29M 1% 34
2021
Q4 		$4.28M Sell
119,040
-6,800
-5% -$203K 1.38% 30
2021
Q3 		$2.7M Buy
125,840
+4,640
+4% +$106K 0.93% 36
2021
Q2 		$2.74M Buy
121,200
+29,200
+32% +$610K 0.97% 36
2021
Q1 		$1.74M Sell
92,000
-15,200
-14% -$284K 0.66% 37
2020
Q4 		$1.95M Buy
107,200
+8,000
+8% +$127K 0.77% 36
2020
Q3 		$1.28M Buy
+99,200
New +$1.36M 0.59% 38

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

Stone Run Capital's ANET Position: Q3 2025 in Review

Stone Run Capital reduced its Arista Networks (ANET) stake by 0.3% in Q3 2025, selling an estimated $25.8K and leaving 66,400 shares worth $9.68M. The position accounts for 3.81% of the portfolio, ranked #5.

Stone Run Capital first reported a position in ANET in Q3 2020 and has held it in 21 quarters since. 1,894 funds tracked by Wall St. Rank hold ANET as of Q3 2025.

  • Stone Run Capital held 66,400 shares of Arista Networks worth $9.68M as of Q3 2025.
  • Stone Run Capital sold 200 Arista Networks shares in Q3 2025, an estimated $25.8K.
  • Arista Networks made up 3.81% of Stone Run Capital's portfolio in Q3 2025, its #5 holding.
  • Stone Run Capital first reported a position in Arista Networks in Q3 2020 and has held it in 21 quarters since.
  • 1,894 funds tracked by Wall St. Rank held Arista Networks as of Q3 2025.

Based on Stone Run Capital's 13F filing for Q3 2025, filed 14 Nov 2025.