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CM Wealth Advisors’s Arista Networks ANET Stock Holding History

CM Wealth 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 		$708K Hold
4,170
– – 0.13% 77
2026
Q1 		$512K Buy
4,170
+94
+2% +$12.6K 0.11% 75
2025
Q4 		$534K Buy
+4,076
New +$561K 0.12% 75

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

CM Wealth Advisors's ANET Position: Q2 2026 in Review

CM Wealth Advisors held its Arista Networks (ANET) position steady in Q2 2026 at 4,170 shares worth $708K. The position accounts for 0.13% of the portfolio, ranked #77.

CM Wealth Advisors first reported a position in ANET in Q4 2025 and has held it in 3 quarters since. 2,260 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • CM Wealth Advisors held 4,170 shares of Arista Networks worth $708K as of Q2 2026.
  • CM Wealth Advisors left its Arista Networks share count unchanged in Q2 2026.
  • Arista Networks made up 0.13% of CM Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • CM Wealth Advisors first reported a position in Arista Networks in Q4 2025 and has held it in 3 quarters since.
  • 2,260 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.