AGF Management’s Arista Networks ANET Stock Holding History

AGF 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	$1.47M	Buy	8,658 +2,000	+30%	+$314K	0.01%	528
2026 Q1	$817K	Sell	6,658 -39	-0.6%	-$5.22K	﹤0.01%	566
2025 Q4	$878K	Buy	6,697 +921	+16%	+$127K	﹤0.01%	568
2025 Q3	$842K	Sell	5,776 -3,104	-35%	-$400K	﹤0.01%	572
2025 Q2	$909K	Sell	8,880 -12,722	-59%	-$1.1M	﹤0.01%	552
2025 Q1	$1.67M	Sell	21,602 -8,864	-29%	-$899K	0.01%	484
2024 Q4	$3.37M	Buy	30,466 +8,186	+37%	+$842K	0.02%	307
2024 Q3	$2.14M	Buy	22,280 +13,544	+155%	+$1.18M	0.01%	494
2024 Q2	$765K	Sell	8,736 -1,064,044	-99%	-$79.1M	﹤0.01%	584
2024 Q1	$77.8M	Sell	1,072,780 -2,118,336	-66%	-$143M	0.43%	81
2023 Q4	$188M	Sell	3,191,116 -80,528	-2%	-$4.23M	1.11%	18
2023 Q3	$150M	Buy	+3,271,644	New	+$146M	1.07%	20
2023 Q2	–	Sell	-1,678,036	Closed	-$70.4M	–	667
2023 Q1	$70.4M	Buy	1,678,036 +1,664,512	+12,308%	+$57.2M	0.48%	70
2022 Q4	$410K	Buy	+13,524	New	+$416K	﹤0.01%	708

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

AGF Management's ANET Position: Q2 2026 in Review

AGF Management increased its Arista Networks (ANET) stake by 30% in Q2 2026, buying an estimated $314K and bringing the position to 8,658 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #528.

AGF Management first reported a position in ANET in Q4 2022 and has held it in 14 quarters since. The position peaked at $188M in Q4 2023. 2,260 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

AGF Management held 8,658 shares of Arista Networks worth $1.47M as of Q2 2026.
AGF Management bought 2,000 Arista Networks shares in Q2 2026, an estimated $314K.
Arista Networks made up 0.01% of AGF Management's portfolio in Q2 2026, its #528 holding.
AGF Management first reported a position in Arista Networks in Q4 2022 and has held it in 14 quarters since.
AGF Management's Arista Networks position peaked at $188M in Q4 2023.
2,260 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.