1248 Management’s Arista Networks ANET Stock Holding History

1248 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 Q2	$908K	Hold	5,343	–	–	0.35%	39
2026 Q1	$656K	Hold	5,343	–	–	0.3%	49
2025 Q4	$700K	Sell	5,343 -2,156	-29%	-$297K	0.37%	43
2025 Q3	$1.09M	Sell	7,499 -2,939	-28%	-$378K	0.62%	22
2025 Q2	$1.07M	Hold	10,438	–	–	0.39%	49
2025 Q1	$809K	Sell	10,438 -6,322	-38%	-$641K	0.35%	62
2024 Q4	$1.85M	Buy	+16,760	New	+$1.72M	0.8%	23

Other funds holding ANET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

1248 Management's ANET Position: Q2 2026 in Review

1248 Management held its Arista Networks (ANET) position steady in Q2 2026 at 5,343 shares worth $908K. The position accounts for 0.35% of the portfolio, ranked #39.

1248 Management first reported a position in ANET in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.85M in Q4 2024. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

1248 Management held 5,343 shares of Arista Networks worth $908K as of Q2 2026.
1248 Management left its Arista Networks share count unchanged in Q2 2026.
Arista Networks made up 0.35% of 1248 Management's portfolio in Q2 2026, its #39 holding.
1248 Management first reported a position in Arista Networks in Q4 2024 and has held it in 7 quarters since.
1248 Management's Arista Networks position peaked at $1.85M in Q4 2024.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on 1248 Management's 13F filing for Q2 2026, filed 13 Aug 2026.