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Covington Investment Advisors’s Arista Networks ANET Stock Holding History

Covington Investment Advisors’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 		$16.9M Sell
137,554
-10,860
-7% -$1.45M 2.48% 10
2025
Q4 		$19.4M Sell
148,414
-19,447
-12% -$2.68M 2.66% 10
2025
Q3 		$24.5M Sell
167,861
-5,268
-3% -$678K 3.2% 7
2025
Q2 		$17.7M Buy
173,129
+4,757
+3% +$412K 2.53% 9
2025
Q1 		$13M Buy
168,372
+3,140
+2% +$318K 2.03% 17
2024
Q4 		$18.3M Sell
165,232
-440
-0.3% -$45.2K 2.74% 8
2024
Q3 		$15.9M Buy
165,672
+1,240
+0.8% +$108K 2.39% 12
2024
Q2 		$14.4M Buy
164,432
+84,132
+105% +$6.26M 2.31% 14
2024
Q1 		$5.82M Buy
+80,300
New +$5.42M 0.95% 47

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

Covington Investment Advisors's ANET Position: Q1 2026 in Review

Covington Investment Advisors reduced its Arista Networks (ANET) stake by 7.3% in Q1 2026, selling an estimated $1.45M and leaving 137,554 shares worth $16.9M. The position accounts for 2.48% of the portfolio, ranked #10.

Covington Investment Advisors first reported a position in ANET in Q1 2024 and has held it in 9 quarters since. The position peaked at $24.5M in Q3 2025. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Covington Investment Advisors held 137,554 shares of Arista Networks worth $16.9M as of Q1 2026.
  • Covington Investment Advisors sold 10,860 Arista Networks shares in Q1 2026, an estimated $1.45M.
  • Arista Networks made up 2.48% of Covington Investment Advisors's portfolio in Q1 2026, its #10 holding.
  • Covington Investment Advisors first reported a position in Arista Networks in Q1 2024 and has held it in 9 quarters since.
  • Covington Investment Advisors's Arista Networks position peaked at $24.5M in Q3 2025.
  • 2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Covington Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.