Covenant Asset Management’s Arista Networks ANET Stock Holding History

Covenant Asset Management's ANET Position: Q2 2026 in Review

Covenant Asset Management reduced its Arista Networks (ANET) stake by 4.3% in Q2 2026, selling an estimated $335K and leaving 47,144 shares worth $8.01M. The position accounts for 1.35% of the portfolio, ranked #21.

Covenant Asset Management first reported a position in ANET in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.2M in Q3 2025. 2,259 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

• Covenant Asset Management held 47,144 shares of Arista Networks worth $8.01M as of Q2 2026.
• Covenant Asset Management sold 2,134 Arista Networks shares in Q2 2026, an estimated $335K.
• Arista Networks made up 1.35% of Covenant Asset Management's portfolio in Q2 2026, its #21 holding.
• Covenant Asset Management first reported a position in Arista Networks in Q4 2023 and has held it in 11 quarters since.
• Covenant Asset Management's Arista Networks position peaked at $12.2M in Q3 2025.
• 2,259 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Covenant Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.