Congress Wealth Management’s Arista Networks ANET Stock Holding History

Congress Wealth Management’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
2025 Q2	$28.2M	Buy	276,027 +5,802	+2%	+$502K	0.27%	88
2025 Q1	$20.9M	Sell	270,225 -327	-0.1%	-$33.2K	0.25%	102
2024 Q4	$29.9M	Buy	270,552 +700	+0.3%	+$72K	0.41%	57
2024 Q3	$25.9M	Buy	269,852 +3,932	+1%	+$343K	0.35%	72
2024 Q2	$23.3M	Buy	265,920 +10,000	+4%	+$744K	0.37%	61
2024 Q1	$18.6M	Sell	255,920 -32,964	-11%	-$2.22M	0.32%	80
2023 Q4	$17M	Buy	288,884 +8,020	+3%	+$421K	0.31%	77
2023 Q3	$12.9M	Buy	280,864 +269,268	+2,322%	+$12M	0.27%	102
2023 Q2	$470K	Buy	+11,596	New	+$448K	0.01%	424

Other funds holding ANET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Congress Wealth Management's ANET Position: Q2 2025 in Review

Congress Wealth Management increased its Arista Networks (ANET) stake by 2.1% in Q2 2025, buying an estimated $502K and bringing the position to 276,027 shares worth $28.2M. The position accounts for 0.27% of the portfolio, ranked #88.

Congress Wealth Management first reported a position in ANET in Q2 2023 and has held it in 9 quarters since. The position peaked at $29.9M in Q4 2024. 1,675 funds tracked by Wall St. Rank hold ANET as of Q2 2025.

Congress Wealth Management held 276,027 shares of Arista Networks worth $28.2M as of Q2 2025.
Congress Wealth Management bought 5,802 Arista Networks shares in Q2 2025, an estimated $502K.
Arista Networks made up 0.27% of Congress Wealth Management's portfolio in Q2 2025, its #88 holding.
Congress Wealth Management first reported a position in Arista Networks in Q2 2023 and has held it in 9 quarters since.
Congress Wealth Management's Arista Networks position peaked at $29.9M in Q4 2024.
1,675 funds tracked by Wall St. Rank held Arista Networks as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.