Clifford Swan Investment Counsel’s Arista Networks ANET Stock Holding History

Clifford Swan Investment Counsel’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	$82.6M	Sell	486,391 -28,078	-5%	-$4.41M	2.65%	6
2026 Q1	$63.2M	Sell	514,469 -18,269	-3%	-$2.44M	2.15%	8
2025 Q4	$69.8M	Sell	532,738 -18,491	-3%	-$2.55M	2.32%	7
2025 Q3	$80.3M	Sell	551,229 -25,056	-4%	-$3.23M	2.67%	7
2025 Q2	$59M	Sell	576,285 -5,261	-0.9%	-$455K	2.08%	7
2025 Q1	$45.1M	Sell	581,546 -32,235	-5%	-$3.27M	1.67%	11
2024 Q4	$67.8M	Sell	613,781 -16,751	-3%	-$1.72M	2.44%	7
2024 Q3	$60.5M	Sell	630,532 -25,872	-4%	-$2.25M	2.14%	8
2024 Q2	$57.5M	Sell	656,404 -45,056	-6%	-$3.35M	2.15%	7
2024 Q1	$50.9M	Sell	701,460 -58,456	-8%	-$3.94M	1.89%	10
2023 Q4	$44.7M	Sell	759,916 -12,876	-2%	-$676K	1.74%	10
2023 Q3	$35.5M	Sell	772,792 -53,420	-6%	-$2.38M	1.49%	12
2023 Q2	$33.5M	Sell	826,212 -11,920	-1%	-$461K	1.35%	13
2023 Q1	$35.2M	Sell	838,132 -27,844	-3%	-$957K	1.47%	12
2022 Q4	$26.3M	Sell	865,976 -4,152	-0.5%	-$128K	1.14%	20
2022 Q3	$24.6M	Sell	870,128 -26,792	-3%	-$773K	1.15%	17
2022 Q2	$21M	Sell	896,920 -6,184	-0.7%	-$170K	0.91%	33
2022 Q1	$31.4M	Sell	903,104 -45,932	-5%	-$1.45M	1.16%	20
2021 Q4	$34.1M	Sell	949,036 -29,476	-3%	-$880K	1.19%	19
2021 Q3	$25M	Sell	978,512 -14,384	-1%	-$330K	0.92%	33
2021 Q2	$23.7M	Sell	992,896 -12,960	-1%	-$271K	0.9%	35
2021 Q1	$19M	Sell	1,005,856 -2,176	-0.2%	-$40.7K	0.78%	41
2020 Q4	$18.3M	Sell	1,008,032 -2,000	-0.2%	-$31.7K	0.8%	40
2020 Q3	$13.1M	Buy	1,010,032 +8,288	+0.8%	+$114K	0.63%	49
2020 Q2	$13.2M	Buy	1,001,744 +38,272	+4%	+$518K	0.68%	44
2020 Q1	$12.2M	Buy	963,472 +110,896	+13%	+$1.44M	0.74%	43
2019 Q4	$10.8M	Buy	852,576 +735,200	+626%	+$9.67M	0.52%	63
2019 Q3	$1.75M	Buy	+117,376	New	+$1.82M	0.09%	136

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

Clifford Swan Investment Counsel's ANET Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its Arista Networks (ANET) stake by 5.5% in Q2 2026, selling an estimated $4.41M and leaving 486,391 shares worth $82.6M. The position accounts for 2.65% of the portfolio, ranked #6.

Clifford Swan Investment Counsel first reported a position in ANET in Q3 2019 and has held it in 28 quarters since. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Clifford Swan Investment Counsel held 486,391 shares of Arista Networks worth $82.6M as of Q2 2026.
Clifford Swan Investment Counsel sold 28,078 Arista Networks shares in Q2 2026, an estimated $4.41M.
Arista Networks made up 2.65% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #6 holding.
Clifford Swan Investment Counsel first reported a position in Arista Networks in Q3 2019 and has held it in 28 quarters since.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.