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Braun Stacey Associates’s Arista Networks ANET Stock Holding History

Braun Stacey 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 		$12.6M Sell
74,328
-2,706
-4% -$425K 0.36% 83
2026
Q1 		$9.46M Sell
77,034
-9,605
-11% -$1.28M 0.31% 83
2025
Q4 		$11.4M Sell
86,639
-30,497
-26% -$4.2M 0.37% 84
2025
Q3 		$17.1M Sell
117,136
-5,747
-5% -$740K 0.56% 77
2025
Q2 		$12.6M Sell
122,883
-51,740
-30% -$4.48M 0.45% 81
2025
Q1 		$13.5M Sell
174,623
-158,606
-48% -$16.1M 0.55% 69
2024
Q4 		$36.8M Sell
333,229
-14,375
-4% -$1.48M 1.38% 15
2024
Q3 		$33.4M Sell
347,604
-35,264
-9% -$3.07M 1.27% 18
2024
Q2 		$33.5M Sell
382,868
-64,700
-14% -$4.81M 1.3% 16
2024
Q1 		$32.4M Sell
447,568
-46,464
-9% -$3.13M 1.28% 16
2023
Q4 		$29.1M Sell
494,032
-11,536
-2% -$606K 1.3% 18
2023
Q3 		$23.2M Sell
505,568
-114,512
-18% -$5.1M 1.13% 28
2023
Q2 		$25.1M Sell
620,080
-843,496
-58% -$32.6M 1.17% 23
2023
Q1 		$61.4M Buy
1,463,576
+701,604
+92% +$24.1M 1.61% 3
2022
Q4 		$23.1M Buy
761,972
+17,520
+2% +$539K 1.32% 16
2022
Q3 		$21M Buy
744,452
+108,008
+17% +$3.11M 1.28% 15
2022
Q2 		$14.9M Sell
636,444
-34,116
-5% -$936K 0.85% 52
2022
Q1 		$23.3M Buy
670,560
+1,440
+0.2% +$45.5K 0.97% 33
2021
Q4 		$24M Buy
+669,120
New +$20M 0.88% 45

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

Braun Stacey Associates's ANET Position: Q2 2026 in Review

Braun Stacey Associates reduced its Arista Networks (ANET) stake by 3.5% in Q2 2026, selling an estimated $425K and leaving 74,328 shares worth $12.6M. The position accounts for 0.36% of the portfolio, ranked #83.

Braun Stacey Associates first reported a position in ANET in Q4 2021 and has held it in 19 quarters since. The position peaked at $61.4M in Q1 2023. 2,260 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Braun Stacey Associates held 74,328 shares of Arista Networks worth $12.6M as of Q2 2026.
  • Braun Stacey Associates sold 2,706 Arista Networks shares in Q2 2026, an estimated $425K.
  • Arista Networks made up 0.36% of Braun Stacey Associates's portfolio in Q2 2026, its #83 holding.
  • Braun Stacey Associates first reported a position in Arista Networks in Q4 2021 and has held it in 19 quarters since.
  • Braun Stacey Associates's Arista Networks position peaked at $61.4M in Q1 2023.
  • 2,260 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Braun Stacey Associates's 13F filing for Q2 2026, filed 5 Aug 2026.