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
2024 Q3	–	Hold	0	–	-$1.05M	–	165
2024 Q2	–	Hold	0	–	–	–	88

Other funds holding ANET

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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. 915 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.
915 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.