Caldwell Trust’s Arista Networks ANET Stock Holding History

Caldwell Trust’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	$9.57M	Buy	56,332 +4,223	+8%	+$663K	0.77%	38
2026 Q1	$6.4M	Buy	52,109 +3,381	+7%	+$452K	0.57%	42
2025 Q4	$6.38M	Buy	48,728 +3,121	+7%	+$430K	0.57%	43
2025 Q3	$6.65M	Buy	45,607 +868	+2%	+$112K	0.62%	39
2025 Q2	$4.58M	Buy	44,739 +1,951	+5%	+$169K	0.46%	55
2025 Q1	$3.32M	Buy	42,788 +3,592	+9%	+$364K	0.36%	65
2024 Q4	$4.33M	Buy	39,196 +5,292	+16%	+$544K	0.45%	50
2024 Q3	$3.25M	Buy	33,904 +6,760	+25%	+$589K	0.34%	65
2024 Q2	$2.38M	Buy	27,144 +3,368	+14%	+$250K	0.26%	83
2024 Q1	$1.72M	Buy	23,776 +11,120	+88%	+$750K	0.2%	103
2023 Q4	$745K	Buy	12,656 +3,284	+35%	+$172K	0.09%	168
2023 Q3	$431K	Buy	9,372 +5,720	+157%	+$255K	0.06%	215
2023 Q2	$148K	Buy	3,652 +2,552	+232%	+$98.7K	0.02%	324
2023 Q1	$46.2K	Buy	+1,100	New	+$37.8K	0.01%	450

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

Caldwell Trust's ANET Position: Q2 2026 in Review

Caldwell Trust increased its Arista Networks (ANET) stake by 8.1% in Q2 2026, buying an estimated $663K and bringing the position to 56,332 shares worth $9.57M. The position accounts for 0.77% of the portfolio, ranked #38.

Caldwell Trust first reported a position in ANET in Q1 2023 and has held it in 14 quarters since. 2,265 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Caldwell Trust held 56,332 shares of Arista Networks worth $9.57M as of Q2 2026.
Caldwell Trust bought 4,223 Arista Networks shares in Q2 2026, an estimated $663K.
Arista Networks made up 0.77% of Caldwell Trust's portfolio in Q2 2026, its #38 holding.
Caldwell Trust first reported a position in Arista Networks in Q1 2023 and has held it in 14 quarters since.
2,265 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.