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Baker Avenue Asset Management’s Arista Networks ANET Stock Holding History

Baker Avenue Asset 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 		$5.09M Buy
41,491
+8,449
+26% +$1.13M 0.12% 136
2025
Q4 		$4.33M Sell
33,042
-848
-3% -$117K 0.1% 141
2025
Q3 		$4.94M Buy
33,890
+1,746
+5% +$225K 0.12% 127
2025
Q2 		$3.29M Sell
32,144
-1,621
-5% -$140K 0.09% 150
2025
Q1 		$2.62M Buy
33,765
+6,860
+25% +$696K 0.08% 177
2024
Q4 		$2.97M Buy
26,905
+1,773
+7% +$182K 0.09% 150
2024
Q3 		$2.41M Buy
25,132
+1,748
+7% +$152K 0.08% 174
2024
Q2 		$2.05M Sell
23,384
-756
-3% -$56.2K 0.07% 171
2024
Q1 		$1.75M Buy
24,140
+32
+0.1% +$2.16K 0.07% 180
2023
Q4 		$1.42M Sell
24,108
-2,468
-9% -$130K 0.06% 183
2023
Q3 		$1.22M Buy
26,576
+892
+3% +$39.7K 0.06% 187
2023
Q2 		$1.04M Buy
25,684
+712
+3% +$27.5K 0.05% 185
2023
Q1 		$1.05M Buy
24,972
+15,144
+154% +$521K 0.06% 173
2022
Q4 		$298K Sell
9,828
-16,052
-62% -$494K 0.02% 296
2022
Q3 		$730K Sell
25,880
-170,804
-87% -$4.93M 0.05% 199
2022
Q2 		$4.61M Buy
+196,684
New +$5.4M 0.3% 77

Other funds holding ANET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baker Avenue Asset Management's ANET Position: Q1 2026 in Review

Baker Avenue Asset Management increased its Arista Networks (ANET) stake by 26% in Q1 2026, buying an estimated $1.13M and bringing the position to 41,491 shares worth $5.09M. The position accounts for 0.12% of the portfolio, ranked #136.

Baker Avenue Asset Management first reported a position in ANET in Q2 2022 and has held it in 16 quarters since. 2,028 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Baker Avenue Asset Management held 41,491 shares of Arista Networks worth $5.09M as of Q1 2026.
  • Baker Avenue Asset Management bought 8,449 Arista Networks shares in Q1 2026, an estimated $1.13M.
  • Arista Networks made up 0.12% of Baker Avenue Asset Management's portfolio in Q1 2026, its #136 holding.
  • Baker Avenue Asset Management first reported a position in Arista Networks in Q2 2022 and has held it in 16 quarters since.
  • 2,028 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.