Twin Capital Management’s Arista Networks ANET Stock Holding History

Twin Capital 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	$1.04M	Sell	8,507 -19,937	-70%	-$2.67M	0.13%	156
2025 Q4	$3.73M	Buy	28,444 +2,931	+11%	+$403K	0.46%	53
2025 Q3	$3.72M	Sell	25,513 -17,621	-41%	-$2.27M	0.47%	49
2025 Q2	$4.41M	Buy	43,134 +1,700	+4%	+$147K	0.47%	52
2025 Q1	$3.21M	Sell	41,434 -33,183	-44%	-$3.36M	0.37%	71
2024 Q4	$8.25M	Buy	74,617 +1,585	+2%	+$163K	0.9%	15
2024 Q3	$7.01M	Sell	73,032 -584	-0.8%	-$50.9K	0.79%	18
2024 Q2	$6.45M	Buy	73,616 +92	+0.1%	+$6.84K	0.76%	19
2024 Q1	$5.33M	Sell	73,524 -5,552	-7%	-$374K	0.66%	29
2023 Q4	$4.66M	Sell	79,076 -1,440	-2%	-$75.6K	0.61%	37
2023 Q3	$3.7M	Sell	80,516 -5,944	-7%	-$265K	0.53%	42
2023 Q2	$3.5M	Sell	86,460 -3,636	-4%	-$141K	0.46%	53
2023 Q1	$3.78M	Buy	90,096 +64,588	+253%	+$2.22M	0.52%	49
2022 Q4	$774K	Sell	25,508 -76	-0.3%	-$2.34K	0.1%	201
2022 Q3	$722K	Buy	+25,584	New	+$738K	0.1%	207
2020 Q3	–	Sell	-108,880	Closed	-$1.43M	–	280
2020 Q2	$1.43M	Sell	108,880 -9,440	-8%	-$128K	0.14%	175
2020 Q1	$1.5M	Sell	118,320 -65,920	-36%	-$856K	0.16%	161
2019 Q4	$2.34M	Sell	184,240 -116,400	-39%	-$1.53M	0.2%	156
2019 Q3	$4.49M	Sell	300,640 -21,520	-7%	-$333K	0.32%	107
2019 Q2	$5.23M	Sell	322,160 -149,120	-32%	-$2.58M	0.36%	98
2019 Q1	$9.26M	Buy	471,280 +2,720	+0.6%	+$43.2K	0.46%	64
2018 Q4	$6.17M	Buy	+468,560	New	+$6.73M	0.35%	86

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

Twin Capital Management's ANET Position: Q1 2026 in Review

Twin Capital Management reduced its Arista Networks (ANET) stake by 70% in Q1 2026, selling an estimated $2.67M and leaving 8,507 shares worth $1.04M. The position accounts for 0.13% of the portfolio, ranked #156.

Twin Capital Management first reported a position in ANET in Q4 2018 and has held it in 22 quarters since. The position peaked at $9.26M in Q1 2019. 2,029 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Twin Capital Management held 8,507 shares of Arista Networks worth $1.04M as of Q1 2026.
Twin Capital Management sold 19,937 Arista Networks shares in Q1 2026, an estimated $2.67M.
Arista Networks made up 0.13% of Twin Capital Management's portfolio in Q1 2026, its #156 holding.
Twin Capital Management first reported a position in Arista Networks in Q4 2018 and has held it in 22 quarters since.
Twin Capital Management's Arista Networks position peaked at $9.26M in Q1 2019.
2,029 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Twin Capital Management's 13F filing for Q1 2026, filed 5 May 2026.