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Disciplined Growth Investors’s Arista Networks ANET Stock Holding History

Disciplined Growth Investors’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 		$304M Sell
1,788,304
-22,689
-1% -$3.56M 5.14% 5
2026
Q1 		$222M Sell
1,810,993
-137,831
-7% -$18.4M 4.55% 7
2025
Q4 		$255M Buy
1,948,824
+25,558
+1% +$3.52M 4.89% 5
2025
Q3 		$280M Sell
1,923,266
-108,297
-5% -$13.9M 5.08% 4
2025
Q2 		$208M Buy
2,031,563
+415,102
+26% +$35.9M 3.97% 7
2025
Q1 		$125M Sell
1,616,461
-788,842
-33% -$80M 2.59% 14
2024
Q4 		$266M Sell
2,405,303
-47,465
-2% -$4.88M 5.06% 4
2024
Q3 		$235M Buy
2,452,768
+39,824
+2% +$3.47M 4.45% 5
2024
Q2 		$211M Sell
2,412,944
-45,528
-2% -$3.39M 3.98% 5
2024
Q1 		$178M Sell
2,458,472
-61,500
-2% -$4.15M 3.25% 8
2023
Q4 		$148M Sell
2,519,972
-51,988
-2% -$2.73M 3.24% 10
2023
Q3 		$118M Sell
2,571,960
-58,628
-2% -$2.61M 2.81% 13
2023
Q2 		$107M Sell
2,630,588
-106,432
-4% -$4.11M 2.41% 16
2023
Q1 		$115M Sell
2,737,020
-392,512
-13% -$13.5M 2.95% 13
2022
Q4 		$94.9M Sell
3,129,532
-6,888
-0.2% -$212K 2.43% 16
2022
Q3 		$88.5M Sell
3,136,420
-4,000
-0.1% -$115K 2.46% 17
2022
Q2 		$73.6M Buy
3,140,420
+55,256
+2% +$1.52M 1.98% 23
2022
Q1 		$107M Buy
3,085,164
+22,700
+0.7% +$717K 2.33% 16
2021
Q4 		$110M Sell
3,062,464
-43,680
-1% -$1.3M 2.22% 18
2021
Q3 		$66.7M Sell
3,106,144
-100,912
-3% -$2.31M 1.32% 31
2021
Q2 		$72.6M Buy
3,207,056
+63,952
+2% +$1.34M 1.39% 32
2021
Q1 		$59.3M Buy
3,143,104
+2,102,912
+202% +$39.3M 1.2% 33
2020
Q4 		$18.9M Sell
1,040,192
-37,328
-3% -$591K 0.36% 53
2020
Q3 		$13.9M Sell
1,077,520
-32,416
-3% -$445K 0.33% 57
2020
Q2 		$14.6M Sell
1,109,936
-479,600
-30% -$6.49M 0.35% 54
2020
Q1 		$20.1M Buy
+1,589,536
New +$20.6M 0.46% 47

Other funds holding ANET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Disciplined Growth Investors's ANET Position: Q2 2026 in Review

Disciplined Growth Investors reduced its Arista Networks (ANET) stake by 1.3% in Q2 2026, selling an estimated $3.56M and leaving 1,788,304 shares worth $304M. The position accounts for 5.14% of the portfolio, ranked #5.

Disciplined Growth Investors first reported a position in ANET in Q1 2020 and has held it in 26 quarters since. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Disciplined Growth Investors held 1,788,304 shares of Arista Networks worth $304M as of Q2 2026.
  • Disciplined Growth Investors sold 22,689 Arista Networks shares in Q2 2026, an estimated $3.56M.
  • Arista Networks made up 5.14% of Disciplined Growth Investors's portfolio in Q2 2026, its #5 holding.
  • Disciplined Growth Investors first reported a position in Arista Networks in Q1 2020 and has held it in 26 quarters since.
  • 2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Disciplined Growth Investors's 13F filing for Q2 2026, filed 14 Aug 2026.