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Value Aligned Research Advisors’s Arista Networks ANET Stock Holding History

Value Aligned Research Advisors’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
Q1 		– Sell
-46,828
Closed -$5.18M – 63
2024
Q4 		$5.18M Sell
46,828
-346,568
-88% -$35.6M 1.42% 18
2024
Q3 		$37.7M Hold
393,396
– – 9.81% 6
2024
Q2 		$34.5M Sell
393,396
-21,364
-5% -$1.59M 7.55% 7
2024
Q1 		$30.1M Sell
414,760
-372,904
-47% -$25.2M 5.93% 8
2023
Q4 		$46.4M Sell
787,664
-13,056
-2% -$686K 11.72% 3
2023
Q3 		$36.8M Buy
800,720
+93,284
+13% +$4.16M 11.6% 3
2023
Q2 		$28.7M Buy
707,436
+316,616
+81% +$12.2M 8.96% 6
2023
Q1 		$16.4M Hold
390,820
– – 5.81% 6
2022
Q4 		$11.9M Buy
+390,820
New +$12M 5.37% 7

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Value Aligned Research Advisors's ANET Position: Q1 2025 in Review

Value Aligned Research Advisors sold out of Arista Networks (ANET) in Q1 2025, closing a stake of 46,828 shares — an estimated $5.18M sold.

Value Aligned Research Advisors first reported a position in ANET in Q4 2022 and held it in 9 quarters. The position peaked at $46.4M in Q4 2023. 1,590 funds tracked by Wall St. Rank hold ANET as of Q1 2025.

  • Value Aligned Research Advisors reported no remaining Arista Networks position as of Q1 2025 after selling out during the quarter.
  • Value Aligned Research Advisors sold 46,828 Arista Networks shares in Q1 2025, an estimated $5.18M.
  • Value Aligned Research Advisors first reported a position in Arista Networks in Q4 2022 and held it in 9 quarters.
  • Value Aligned Research Advisors's Arista Networks position peaked at $46.4M in Q4 2023.
  • 1,590 funds tracked by Wall St. Rank held Arista Networks as of Q1 2025.

Based on Value Aligned Research Advisors's 13F filing for Q1 2025, filed 15 May 2025.