True North Advisors’s Arista Networks ANET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.95M Sell
11,485
-312
-3% -$49K 0.19% 82
2026
Q1
$1.45M Buy
11,797
+7,978
+209% +$1.07M 0.17% 89
2025
Q4
$500K Sell
3,819
-40
-1% -$5.51K 0.06% 155
2025
Q3
$562K Buy
+3,859
New +$497K 0.09% 124
2025
Q2
Sell
-2,725
Closed -$211K 225
2025
Q1
$211K Buy
+2,725
New +$276K 0.04% 232
2024
Q4
Sell
-2,720
Closed -$261K 188
2024
Q3
$261K Sell
2,720
-264
-9% -$23K 0.07% 157
2024
Q2
$261K Buy
+2,984
New +$222K 0.07% 160
2024
Q1
Sell
-4,696
Closed -$276K 198
2023
Q4
$276K Buy
+4,696
New +$247K 0.07% 144

Other funds holding ANET

True North Advisors's ANET Position: Q2 2026 in Review

True North Advisors reduced its Arista Networks (ANET) stake by 2.6% in Q2 2026, selling an estimated $49K and leaving 11,485 shares worth $1.95M. The position accounts for 0.19% of the portfolio, ranked #82.

True North Advisors first reported a position in ANET in Q4 2023 and has held it in 8 quarters since. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • True North Advisors held 11,485 shares of Arista Networks worth $1.95M as of Q2 2026.
  • True North Advisors sold 312 Arista Networks shares in Q2 2026, an estimated $49K.
  • Arista Networks made up 0.19% of True North Advisors's portfolio in Q2 2026, its #82 holding.
  • True North Advisors first reported a position in Arista Networks in Q4 2023 and has held it in 8 quarters since.
  • 2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.