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Baugh & Associates’s Arista Networks ANET Stock Holding History

Baugh & Associates’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 		$3.55M Sell
20,911
-3,175
-13% -$499K 1.57% 30
2026
Q1 		$2.96M Buy
+24,086
New +$3.22M 1.28% 33
2025
Q3 		– Sell
-18,633
Closed -$1.72M – 42
2025
Q2 		$1.72M Buy
+18,633
New +$1.61M 0.9% 32

Other funds holding ANET

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Baugh & Associates's ANET Position: Q2 2026 in Review

Baugh & Associates reduced its Arista Networks (ANET) stake by 13% in Q2 2026, selling an estimated $499K and leaving 20,911 shares worth $3.55M. The position accounts for 1.57% of the portfolio, ranked #30.

Baugh & Associates first reported a position in ANET in Q2 2025 and has held it in 3 quarters since. 985 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Baugh & Associates held 20,911 shares of Arista Networks worth $3.55M as of Q2 2026.
  • Baugh & Associates sold 3,175 Arista Networks shares in Q2 2026, an estimated $499K.
  • Arista Networks made up 1.57% of Baugh & Associates's portfolio in Q2 2026, its #30 holding.
  • Baugh & Associates first reported a position in Arista Networks in Q2 2025 and has held it in 3 quarters since.
  • 985 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Baugh & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.