Curated Wealth Partners 13F: Cuts ANET Stake by $1.6B
Curated Wealth Partners cut its holdings in Arista Networks, Inc. down to 8,425 shares, according to a recent regulatory filing.
Reviewed by automated data checks against the source filing. How we make and check alerts
Curated Wealth Partners sold 8,083,032 shares from its stake in Arista Networks, Inc. ($ANET), a 99.90% decrease, according to a 13F filing with the SEC dated October 15, 2026. It reported 8,425 shares worth $1.72 million at the end of the quarter.
Since the filing, $ANET is down 4.6% to date (from the $185.58 close on Oct 15, 2026).
Find the original: Curated Wealth Partners 13F filings on SEC EDGAR
ANET
Arista Networks, Inc.
Key Points
- Curated Wealth Partners filed a Form 13F with the SEC on October 15, 2026, showing it cut its stake in Arista Networks, Inc. by 99.9%.
- The fund reduced its position by 8,083,032 shares, leaving it with just 8,425 shares valued at about $1.71 million.
- Arista Networks shares recently traded around $178.38 as the company prepares to report earnings on November 3, 2026.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Arista Networks, Inc. alert may contain errors. Disclosures
Curated Wealth Partners sharply scaled back its investment in Arista Networks, Inc. (NYSE: ANET), cutting its holdings by 99.89% during the period, according to a Form 13F filing with the SEC on October 15, 2026. Note that 13F filings are backward-looking and reflect holdings as of the end of the reporting quarter, meaning they may not represent the investor's current position today.
What Changed in Curated Wealth Partners's Arista Networks Position
Curated Wealth Partners trimmed its portfolio by getting rid of 8,083,032 shares of Arista Networks. The fund wrapped up the period with 8,425 shares remaining in its position, carrying a reported value of about $1.71 million.
Other Institutional Activity in Arista Networks
Blackrock Inc. reduced its holdings by 523,874 shares, ending with 91,383,843 shares worth about $16.17 billion. Vanguard Capital Management LLC grew its holdings by 416,459 shares, ending with 68,688,349 shares worth about $12.15 billion. State Street Corporation grew its holdings by 1,402,887 shares, ending with 48,165,803 shares worth about $8.52 billion. FMR, LLC reduced its holdings by 4,958,868 shares, ending with 47,349,865 shares worth about $8.37 billion. Geode Capital Management, LLC grew its holdings by 277,726 shares, ending with 27,505,753 shares worth about $4.86 billion.
Arista Networks, Inc. Stock Down 8.7%
Arista Networks shares recently traded around $178.38 as of October 16, 2026. The stock sits below its 50-day moving average of $198.97 while holding above its 200-day moving average of $162.16.
Recent Earnings
Arista Networks reported trailing twelve-month revenue of $10.54 billion alongside an EPS of $3.17, with net profit margins reaching 38.4%. The company is scheduled to report its next batch of earnings on November 3, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
5 target raises vs 1 cuts.
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EPS & revenue
EPS beat estimates by 5.8%. Revenue beat estimates by 1.7%.
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Profit surprise
EBITDA missed by 8 percent. Operating income missed by 6 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
5 target raises, 1 target cut.
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Earnings quality
Gross margin down 1.8 points. Positive free cash flow.
Earnings Call Summary
The company reported strong momentum across all business segments in the first quarter, with revenue of 2.71 billion dollars, up 35 percent year over year and beating expectations of 2.67 billion dollars. Management highlighted three major AI fabric use cases: scale out with 100 plus customers at 800 gigabit Ethernet, scale up coming in 2027 at 1.6 terabit speeds, and scale across with customers like hyperscaler cloud titans. However, supply chain constraints are severe and expected to persist into next year, forcing the company to accept margin pressure to secure chips and memory for customers.
Guidance Arista raised full year revenue guidance to 11.5 billion dollars, up 27.7 percent from last year. They expect about 2.8 billion in sales for next quarter. AI fabrics revenue target was increased from 3.25 billion to 3.5 billion, and campus revenue is expected to reach 1.25 billion.
Fine but not compelling. Acceptable results that likely do not create a meaningful forward reset.
Insider Buying and Selling at Arista Networks, Inc.
Company insiders have been active sellers of Arista stock recently, including CEO Jayshree Ullal and CFO Chantelle Yvette Breithaupt executing share dispositions across late September and early October.
Analysts Set New Price Targets
Wall Street firms have kept a generally positive stance on the stock, with recent target updates arriving from UBS, Barclays, and Citigroup ahead of the upcoming earnings report.
About Arista Networks
Arista Networks, Inc. designs and builds high-speed computer networking gear and software for massive data centers, cloud providers, and artificial intelligence environments. Its products help power modern data-heavy workloads for major tech infrastructure. This large adjustment by Curated Wealth Partners highlights how prominent institutional investors rotate capital even as the hardware maker plays a central role in enterprise cloud and AI buildouts.
Bottom Line
Investors will look toward Arista Networks' upcoming earnings report on November 3, 2026, for fresh signals on demand. Because 13F filings look backward, these disclosures show past portfolio adjustments rather than live trades.
Related Filing Alerts
Source: Curated Wealth Partners's 13F filing on $ANET (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Curated Wealth Partners 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts