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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AGF Management's ANET Position: Q1 2026 in Review

AGF Management reduced its Arista Networks (ANET) stake by 0.58% in Q1 2026, selling an estimated $5.22K and leaving 6,658 shares worth $817K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

AGF Management first reported a position in ANET in Q4 2022 and has held it in 13 quarters since. The position peaked at $188M in Q4 2023. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

AGF Management held 6,658 shares of Arista Networks worth $817K as of Q1 2026.
AGF Management sold 39 Arista Networks shares in Q1 2026, an estimated $5.22K.
Arista Networks made up ﹤0.01% of AGF Management's portfolio in Q1 2026, its #566 holding.
AGF Management first reported a position in Arista Networks in Q4 2022 and has held it in 13 quarters since.
AGF Management's Arista Networks position peaked at $188M in Q4 2023.
2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.