Disciplined Equity Management’s Arista Networks ANET Stock Holding History

Disciplined Equity 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 Q2	$1.62M	Sell	9,530 -280	-3%	-$44K	0.72%	18
2026 Q1	$1.2M	Sell	9,810 -290	-3%	-$38.8K	0.61%	28
2025 Q4	$1.32M	Sell	10,100 -280	-3%	-$38.5K	0.69%	20
2025 Q3	$1.51M	Sell	10,380 -870	-8%	-$112K	0.82%	14
2025 Q2	$1.15M	Buy	11,250 +990	+10%	+$85.7K	0.68%	25
2025 Q1	$795K	Sell	10,260 -260	-2%	-$26.4K	0.55%	30
2024 Q4	$1.16M	Hold	10,520	–	–	0.75%	23
2024 Q3	$1.01M	Sell	10,520 -1,000	-9%	-$87.1K	0.64%	25
2024 Q2	$1.01M	Buy	11,520 +560	+5%	+$41.6K	0.67%	26
2024 Q1	$795K	Buy	+10,960	New	+$739K	0.53%	34

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

Disciplined Equity Management's ANET Position: Q2 2026 in Review

Disciplined Equity Management reduced its Arista Networks (ANET) stake by 2.9% in Q2 2026, selling an estimated $44K and leaving 9,530 shares worth $1.62M. The position accounts for 0.72% of the portfolio, ranked #18.

Disciplined Equity Management first reported a position in ANET in Q1 2024 and has held it in 10 quarters since. 928 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Disciplined Equity Management held 9,530 shares of Arista Networks worth $1.62M as of Q2 2026.
Disciplined Equity Management sold 280 Arista Networks shares in Q2 2026, an estimated $44K.
Arista Networks made up 0.72% of Disciplined Equity Management's portfolio in Q2 2026, its #18 holding.
Disciplined Equity Management first reported a position in Arista Networks in Q1 2024 and has held it in 10 quarters since.
928 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Disciplined Equity Management's 13F filing for Q2 2026, filed 29 Jul 2026.