Terra Nova Asset Management’s Arista Networks ANET Stock Holding History

Terra Nova 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
2026 Q1	$403K	Hold	3,280	–	–	0.3%	61
2025 Q4	$430K	Hold	3,280	–	–	0.28%	66
2025 Q3	$478K	Hold	3,280	–	–	0.3%	65
2025 Q2	$336K	Hold	3,280	–	–	0.23%	71
2025 Q1	$254K	Sell	3,280 -3,200	-49%	-$324K	0.2%	78
2024 Q4	$716K	Hold	6,480	–	–	0.55%	48
2024 Q3	$622K	Hold	6,480	–	–	0.46%	54
2024 Q2	$568K	Hold	6,480	–	–	0.45%	53
2024 Q1	$470K	Buy	6,480 +2,000	+45%	+$135K	0.37%	60
2023 Q4	$264K	Buy	+4,480	New	+$235K	0.23%	76

Other funds holding ANET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CAM

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Terra Nova Asset Management's ANET Position: Q1 2026 in Review

Terra Nova Asset Management held its Arista Networks (ANET) position steady in Q1 2026 at 3,280 shares worth $403K. The position accounts for 0.3% of the portfolio, ranked #61.

Terra Nova Asset Management first reported a position in ANET in Q4 2023 and has held it in 10 quarters since. The position peaked at $716K in Q4 2024. 2,028 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Terra Nova Asset Management held 3,280 shares of Arista Networks worth $403K as of Q1 2026.
Terra Nova Asset Management left its Arista Networks share count unchanged in Q1 2026.
Arista Networks made up 0.3% of Terra Nova Asset Management's portfolio in Q1 2026, its #61 holding.
Terra Nova Asset Management first reported a position in Arista Networks in Q4 2023 and has held it in 10 quarters since.
Terra Nova Asset Management's Arista Networks position peaked at $716K in Q4 2024.
2,028 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Terra Nova Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.