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 Q2	$7.19M	Buy	42,325 +834	+2%	+$131K	0.14%	125
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 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

Baker Avenue Asset Management's ANET Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Arista Networks (ANET) stake by 2% in Q2 2026, buying an estimated $131K and bringing the position to 42,325 shares worth $7.19M. The position accounts for 0.14% of the portfolio, ranked #125.

Baker Avenue Asset Management first reported a position in ANET in Q2 2022 and has held it in 17 quarters since. 2,264 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Baker Avenue Asset Management held 42,325 shares of Arista Networks worth $7.19M as of Q2 2026.
Baker Avenue Asset Management bought 834 Arista Networks shares in Q2 2026, an estimated $131K.
Arista Networks made up 0.14% of Baker Avenue Asset Management's portfolio in Q2 2026, its #125 holding.
Baker Avenue Asset Management first reported a position in Arista Networks in Q2 2022 and has held it in 17 quarters since.
2,264 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.