Axim Planning & Wealth ANET ARISTA NETWORKS INC

Ownership history in Axim Planning & Wealth  ·  3 quarters on record

AI Ownership Summary

Axim Planning & Wealth reported ARISTA NETWORKS INC (ANET) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.62% in 2025 Q4. The latest visible filing shows ANET at 0.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ANET ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Axim Planning & Wealth's position in ARISTA NETWORKS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ANET was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Axim Planning & Wealth held ANET — position size vs. price
% of Fund (quarterly)    ANET price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 3,211 -1,269 -28.3% 0.48% $394K 2026-05-14 $147.81
2025 Q4 ADDED 4,480 +177 +4.1% 0.62% $587K 2026-02-13 $141.59
2025 Q3 INITIATED 4,303 0.49% $627K 2025-11-05 $140.42

FAQ About Axim Planning & Wealth and ANET

These are the practical questions this page is built to answer before you even open the full history table.

How long has Axim Planning & Wealth reported owning ANET?

Axim Planning & Wealth reported ANET across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported ANET position in Axim Planning & Wealth's portfolio?

The largest reported portfolio weight for ANET was 0.62% in 2025 Q4.

What is the latest reported ANET position on this page?

The most recent filing on this page is 2026 Q1, when Axim Planning & Wealth reported 3,211 shares, equal to 0.48% of portfolio, with an estimated market value of $394K.

What does the chart on this ANET ownership page compare?

The chart compares Axim Planning & Wealth's quarterly ANET portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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