Erste Asset Management’s Arista Networks ANET Stock Holding History

Erste 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
2026 Q2	$76.9M	Buy	470,690 +4,672	+1%	+$734K	0.6%	33
2026 Q1	$54.2M	Buy	466,018 +359,613	+338%	+$48.1M	0.5%	50
2025 Q4	$14.3M	Sell	106,405 -207,935	-66%	-$28.6M	0.12%	162
2025 Q3	$45.1M	Buy	314,340 +98,731	+46%	+$12.7M	0.44%	65
2025 Q2	$21.5M	Buy	215,609 +125,393	+139%	+$10.8M	0.18%	121
2025 Q1	$7.03M	Sell	90,216 -150,371	-63%	-$15.2M	0.09%	195
2024 Q4	$27.3M	Buy	240,587 +62,379	+35%	+$6.41M	0.33%	72
2024 Q3	$16.9M	Sell	178,208 -5,488	-3%	-$478K	0.2%	122
2024 Q2	$16M	Buy	183,696 +131,496	+252%	+$9.78M	0.21%	116
2024 Q1	$3.76M	Buy	52,200 +12,200	+31%	+$823K	0.05%	252
2023 Q4	$2.37M	Hold	40,000	–	–	0.03%	276
2023 Q3	$1.84M	Hold	40,000	–	–	0.03%	284
2023 Q2	$1.59M	Hold	40,000	–	–	0.03%	308
2023 Q1	$1.62M	Buy	+40,000	New	+$1.38M	0.03%	300

Other funds holding ANET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Erste Asset Management's ANET Position: Q2 2026 in Review

Erste Asset Management increased its Arista Networks (ANET) stake by 1% in Q2 2026, buying an estimated $734K and bringing the position to 470,690 shares worth $76.9M. The position accounts for 0.6% of the portfolio, ranked #33.

Erste Asset Management first reported a position in ANET in Q1 2023 and has held it in 14 quarters since. 2,264 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Erste Asset Management held 470,690 shares of Arista Networks worth $76.9M as of Q2 2026.
Erste Asset Management bought 4,672 Arista Networks shares in Q2 2026, an estimated $734K.
Arista Networks made up 0.6% of Erste Asset Management's portfolio in Q2 2026, its #33 holding.
Erste Asset Management first reported a position in Arista Networks in Q1 2023 and has held it in 14 quarters since.
2,264 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.