Covenant Asset Management’s Arista Networks ANET Stock Holding History

Covenant Asset 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
2026 Q1	$6.05M	Sell	49,278 -34,213	-41%	-$4.58M	0.91%	35
2025 Q4	$10.9M	Buy	83,491 +100	+0.1%	+$13.8K	1.3%	14
2025 Q3	$12.2M	Sell	83,391 -1,158	-1%	-$149K	1.37%	13
2025 Q2	$8.65M	Sell	84,549 -468	-0.6%	-$40.5K	1.28%	16
2025 Q1	$6.59M	Sell	85,017 -15,596	-16%	-$1.58M	1.45%	17
2024 Q4	$11.1M	Buy	100,613 +8,065	+9%	+$829K	1.71%	10
2024 Q3	$8.88M	Buy	92,548 +6,584	+8%	+$574K	1.4%	16
2024 Q2	$7.53M	Buy	85,964 +324	+0.4%	+$24.1K	1.2%	20
2024 Q1	$6.21M	Buy	85,640 +448	+0.5%	+$30.2K	1.02%	24
2023 Q4	$5.02M	Buy	+85,192	New	+$4.47M	0.9%	25

Other funds holding ANET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Covenant Asset Management's ANET Position: Q1 2026 in Review

Covenant Asset Management reduced its Arista Networks (ANET) stake by 41% in Q1 2026, selling an estimated $4.58M and leaving 49,278 shares worth $6.05M. The position accounts for 0.91% of the portfolio, ranked #35.

Covenant Asset Management first reported a position in ANET in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.2M in Q3 2025. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Covenant Asset Management held 49,278 shares of Arista Networks worth $6.05M as of Q1 2026.
Covenant Asset Management sold 34,213 Arista Networks shares in Q1 2026, an estimated $4.58M.
Arista Networks made up 0.91% of Covenant Asset Management's portfolio in Q1 2026, its #35 holding.
Covenant Asset Management first reported a position in Arista Networks in Q4 2023 and has held it in 10 quarters since.
Covenant Asset Management's Arista Networks position peaked at $12.2M in Q3 2025.
2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Covenant Asset Management's 13F filing for Q1 2026, filed 14 Apr 2026.