CGN Advisors’s Arista Networks ANET Stock Holding History

CGN Advisors’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	$3.8M	Sell	22,359 -2,976	-12%	-$467K	0.28%	70
2026 Q1	$3.11M	Sell	25,335 -37	-0.1%	-$4.95K	0.25%	81
2025 Q4	$3.32M	Sell	25,372 -3,853	-13%	-$530K	0.26%	74
2025 Q3	$4.26M	Sell	29,225 -822	-3%	-$106K	0.35%	59
2025 Q2	$3.07M	Buy	30,047 +4,045	+16%	+$350K	0.27%	76
2025 Q1	$2.01M	Buy	26,002 +2,454	+10%	+$249K	0.2%	117
2024 Q4	$2.6M	Sell	23,548 -18,300	-44%	-$1.88M	0.25%	92
2024 Q3	$4.02M	Buy	41,848 +4,872	+13%	+$424K	0.4%	56
2024 Q2	$3.24M	Buy	36,976 +2,492	+7%	+$185K	0.38%	64
2024 Q1	$2.5M	Buy	34,484 +6,320	+22%	+$426K	0.32%	86
2023 Q4	$1.66M	Buy	+28,164	New	+$1.48M	0.23%	118

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

CGN Advisors's ANET Position: Q2 2026 in Review

CGN Advisors reduced its Arista Networks (ANET) stake by 12% in Q2 2026, selling an estimated $467K and leaving 22,359 shares worth $3.8M. The position accounts for 0.28% of the portfolio, ranked #70.

CGN Advisors first reported a position in ANET in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.26M in Q3 2025. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

CGN Advisors held 22,359 shares of Arista Networks worth $3.8M as of Q2 2026.
CGN Advisors sold 2,976 Arista Networks shares in Q2 2026, an estimated $467K.
Arista Networks made up 0.28% of CGN Advisors's portfolio in Q2 2026, its #70 holding.
CGN Advisors first reported a position in Arista Networks in Q4 2023 and has held it in 11 quarters since.
CGN Advisors's Arista Networks position peaked at $4.26M in Q3 2025.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.