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Davidson Investment Advisors’s Arista Networks ANET Stock Holding History

Davidson 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
Q2 		$32M Sell
188,476
-11,716
-6% -$1.84M 1.31% 20
2026
Q1 		$24.6M Sell
200,192
-8,216
-4% -$1.1M 1.06% 30
2025
Q4 		$27.3M Buy
208,408
+1,218
+0.6% +$168K 1.14% 24
2025
Q3 		$30.2M Sell
207,190
-92,381
-31% -$11.9M 1.28% 19
2025
Q2 		$30.6M Buy
299,571
+2,696
+0.9% +$233K 1.38% 21
2025
Q1 		$23M Sell
296,875
-3,790
-1% -$384K 1.14% 30
2024
Q4 		$33.2M Buy
300,665
+3,753
+1% +$386K 1.61% 13
2024
Q3 		$28.5M Buy
296,912
+12,396
+4% +$1.08M 1.38% 15
2024
Q2 		$24.9M Buy
284,516
+1,120
+0.4% +$83.3K 1.28% 20
2024
Q1 		$20.5M Sell
283,396
-116,472
-29% -$7.86M 1.07% 31
2023
Q4 		$23.5M Buy
399,868
+6,636
+2% +$349K 1.35% 18
2023
Q3 		$18.1M Buy
393,232
+7,120
+2% +$317K 1.15% 28
2023
Q2 		$15.6M Buy
386,112
+884
+0.2% +$34.2K 0.99% 47
2023
Q1 		$16.2M Sell
385,228
-88,040
-19% -$3.03M 1.06% 39
2022
Q4 		$14.4M Buy
473,268
+10,048
+2% +$309K 1.12% 39
2022
Q3 		$13.1M Buy
463,220
+14,636
+3% +$422K 1.1% 37
2022
Q2 		$10.5M Buy
448,584
+2,560
+0.6% +$70.2K 0.89% 55
2022
Q1 		$15.5M Sell
446,024
-205,424
-32% -$6.49M 1.12% 33
2021
Q4 		$23.4M Sell
651,448
-4,600
-0.7% -$137K 1.67% 15
2021
Q3 		$14.1M Sell
656,048
-70,384
-10% -$1.61M 1.1% 43
2021
Q2 		$16.4M Sell
726,432
-4,080
-0.6% -$85.2K 1.32% 27
2021
Q1 		$13.8M Buy
730,512
+30,560
+4% +$571K 1.17% 34
2020
Q4 		$12.7M Sell
699,952
-16,400
-2% -$260K 1.17% 34
2020
Q3 		$9.27M Buy
716,352
+262,912
+58% +$3.61M 0.99% 45
2020
Q2 		$5.95M Sell
453,440
-203,568
-31% -$2.75M 0.66% 68
2020
Q1 		$8.32M Sell
657,008
-20,896
-3% -$271K 1.08% 36
2019
Q4 		$8.62M Buy
+677,904
New +$8.92M 0.84% 54

Other funds holding ANET

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Davidson Investment Advisors's ANET Position: Q2 2026 in Review

Davidson Investment Advisors reduced its Arista Networks (ANET) stake by 5.9% in Q2 2026, selling an estimated $1.84M and leaving 188,476 shares worth $32M. The position accounts for 1.31% of the portfolio, ranked #20.

Davidson Investment Advisors first reported a position in ANET in Q4 2019 and has held it in 27 quarters since. The position peaked at $33.2M in Q4 2024. 656 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Davidson Investment Advisors held 188,476 shares of Arista Networks worth $32M as of Q2 2026.
  • Davidson Investment Advisors sold 11,716 Arista Networks shares in Q2 2026, an estimated $1.84M.
  • Arista Networks made up 1.31% of Davidson Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • Davidson Investment Advisors first reported a position in Arista Networks in Q4 2019 and has held it in 27 quarters since.
  • Davidson Investment Advisors's Arista Networks position peaked at $33.2M in Q4 2024.
  • 656 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.