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Beck Bode LLC’s Arista Networks ANET Stock Holding History

Beck Bode LLC’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 		$25.4M Sell
149,612
-7,887
-5% -$1.24M 3.85% 6
2026
Q1 		$19.3M Sell
157,499
-6,570
-4% -$879K 3.27% 10
2025
Q4 		$21.5M Sell
164,069
-4,119
-2% -$567K 3.58% 4
2025
Q3 		$24.5M Sell
168,188
-14,181
-8% -$1.83M 3.96% 2
2025
Q2 		$18.7M Sell
182,369
-7,409
-4% -$641K 3.16% 10
2025
Q1 		$14.7M Buy
189,778
+25,943
+16% +$2.63M 2.74% 18
2024
Q4 		$18.2M Sell
163,835
-7,133
-4% -$734K 3.32% 3
2024
Q3 		$16.4M Sell
170,968
-1,672
-1% -$146K 3.09% 5
2024
Q2 		$15.1M Sell
172,640
-62,652
-27% -$4.66M 3.04% 5
2024
Q1 		$17.1M Sell
235,292
-2,692
-1% -$182K 3.48% 2
2023
Q4 		$14M Sell
237,984
-10,556
-4% -$554K 3.14% 2
2023
Q3 		$11.4M Buy
248,540
+1,504
+0.6% +$67K 2.92% 3
2023
Q2 		$9.98M Sell
247,036
-4,496
-2% -$174K 2.43% 6
2023
Q1 		$10.6M Sell
251,532
-6,248
-2% -$215K 2.59% 6
2022
Q4 		$7.82M Buy
257,780
+203,968
+379% +$6.28M 1.76% 16
2022
Q3 		$1.52M Buy
+53,812
New +$1.55M 0.33% 75

Other funds holding ANET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Beck Bode LLC's ANET Position: Q2 2026 in Review

Beck Bode LLC reduced its Arista Networks (ANET) stake by 5% in Q2 2026, selling an estimated $1.24M and leaving 149,612 shares worth $25.4M. The position accounts for 3.85% of the portfolio, ranked #6.

Beck Bode LLC first reported a position in ANET in Q3 2022 and has held it in 16 quarters since. 2,248 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Beck Bode LLC held 149,612 shares of Arista Networks worth $25.4M as of Q2 2026.
  • Beck Bode LLC sold 7,887 Arista Networks shares in Q2 2026, an estimated $1.24M.
  • Arista Networks made up 3.85% of Beck Bode LLC's portfolio in Q2 2026, its #6 holding.
  • Beck Bode LLC first reported a position in Arista Networks in Q3 2022 and has held it in 16 quarters since.
  • 2,248 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Beck Bode LLC's 13F filing for Q2 2026, filed 13 Aug 2026.