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Broadleaf Partners’s Arista Networks ANET Stock Holding History

Broadleaf Partners’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
Q1 		$11.2M Sell
91,447
-3,929
-4% -$526K 2.62% 13
2025
Q4 		$12.5M Buy
95,376
+13
+0% +$1.79K 2.64% 12
2025
Q3 		$13.9M Sell
95,363
-1,409
-1% -$181K 2.9% 10
2025
Q2 		$9.9M Sell
96,772
-3,911
-4% -$338K 2.18% 18
2025
Q1 		$7.8M Sell
100,683
-25,040
-20% -$2.54M 2.04% 17
2024
Q4 		$13.9M Sell
125,723
-1,973
-2% -$203K 3.25% 9
2024
Q3 		$12.3M Sell
127,696
-38,056
-23% -$3.32M 2.9% 10
2024
Q2 		$14.5M Sell
165,752
-7,384
-4% -$549K 3.51% 8
2024
Q1 		$12.6M Sell
173,136
-672
-0.4% -$45.3K 3.22% 9
2023
Q4 		$10.2M Sell
173,808
-476
-0.3% -$25K 3% 9
2023
Q3 		$8.01M Sell
174,284
-1,164
-0.7% -$51.9K 2.68% 14
2023
Q2 		$7.11M Sell
175,448
-40,552
-19% -$1.57M 2.32% 21
2023
Q1 		$9.06M Sell
216,000
-58,892
-21% -$2.02M 3.23% 6
2022
Q4 		$8.34M Sell
274,892
-2,936
-1% -$90.4K 3.29% 6
2022
Q3 		$7.84M Sell
277,828
-484
-0.2% -$14K 3.26% 7
2022
Q2 		$6.52M Buy
278,312
+7,296
+3% +$200K 2.73% 15
2022
Q1 		$9.42M Buy
271,016
+88,180
+48% +$2.79M 3.14% 8
2021
Q4 		$6.57M Buy
182,836
+12,740
+7% +$380K 2.02% 22
2021
Q3 		$3.65M Buy
170,096
+7,616
+5% +$175K 1.21% 32
2021
Q2 		$3.68M Buy
162,480
+49,200
+43% +$1.03M 1.28% 31
2021
Q1 		$2.14M Buy
+113,280
New +$2.12M 0.8% 36
2019
Q2 		– Sell
-208,576
Closed -$4.1M – 56
2019
Q1 		$4.1M Sell
208,576
-1,712
-0.8% -$27.2K 2.86% 13
2018
Q4 		$2.77M Sell
210,288
-3,568
-2% -$51.2K 2.21% 25
2018
Q3 		$3.55M Sell
213,856
-3,744
-2% -$63.7K 2.38% 14
2018
Q2 		$3.5M Sell
217,600
-35,296
-14% -$576K 2.57% 14
2018
Q1 		$4.04M Sell
252,896
-64,752
-20% -$1.09M 3.1% 10
2017
Q4 		$4.68M Buy
+317,648
New +$4.25M 3.88% 7

Other funds holding ANET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Broadleaf Partners's ANET Position: Q1 2026 in Review

Broadleaf Partners reduced its Arista Networks (ANET) stake by 4.1% in Q1 2026, selling an estimated $526K and leaving 91,447 shares worth $11.2M. The position accounts for 2.62% of the portfolio, ranked #13.

Broadleaf Partners first reported a position in ANET in Q4 2017 and has held it in 27 quarters since. The position peaked at $14.5M in Q2 2024. 2,029 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Broadleaf Partners held 91,447 shares of Arista Networks worth $11.2M as of Q1 2026.
  • Broadleaf Partners sold 3,929 Arista Networks shares in Q1 2026, an estimated $526K.
  • Arista Networks made up 2.62% of Broadleaf Partners's portfolio in Q1 2026, its #13 holding.
  • Broadleaf Partners first reported a position in Arista Networks in Q4 2017 and has held it in 27 quarters since.
  • Broadleaf Partners's Arista Networks position peaked at $14.5M in Q2 2024.
  • 2,029 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.