BDF Gestion’s Arista Networks ANET Stock Holding History

BDF Gestion’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	$2.07M	Sell	24,264 -2,728	-10%	-$429K	0.28%	96
2026 Q1	$3.31M	Hold	26,992	–	–	0.44%	56
2025 Q4	$3.54M	Buy	26,992 +4,535	+20%	+$624K	0.43%	52
2025 Q3	$3.27M	Sell	22,457 -4,670	-17%	-$601K	0.39%	63
2025 Q2	$2.78M	Sell	27,127 -2,957	-10%	-$256K	0.31%	87
2025 Q1	$2.33M	Hold	30,084	–	–	0.25%	107
2024 Q4	$3.33M	Sell	30,084 -3,916	-12%	-$403K	0.34%	72
2024 Q3	$2.73M	Hold	34,000	–	–	0.29%	97
2024 Q2	$2.98M	Buy	+34,000	New	+$2.53M	0.29%	88

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

BDF Gestion's ANET Position: Q2 2026 in Review

BDF Gestion reduced its Arista Networks (ANET) stake by 10% in Q2 2026, selling an estimated $429K and leaving 24,264 shares worth $2.07M. The position accounts for 0.28% of the portfolio, ranked #96.

BDF Gestion first reported a position in ANET in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.54M in Q4 2025. 2,260 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

BDF Gestion held 24,264 shares of Arista Networks worth $2.07M as of Q2 2026.
BDF Gestion sold 2,728 Arista Networks shares in Q2 2026, an estimated $429K.
Arista Networks made up 0.28% of BDF Gestion's portfolio in Q2 2026, its #96 holding.
BDF Gestion first reported a position in Arista Networks in Q2 2024 and has held it in 9 quarters since.
BDF Gestion's Arista Networks position peaked at $3.54M in Q4 2025.
2,260 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on BDF Gestion's 13F filing for Q2 2026, filed 7 Jul 2026.