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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 – 166
2024
Q2 		– Hold
0
– – – 89

Other funds holding ANET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
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.