Essex LLC’s Arista Networks ANET Stock Holding History

Essex LLC’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	$1.58M	Sell	9,288 -166	-2%	-$26.1K	0.24%	66
2026 Q1	$1.16M	Buy	9,454 +219	+2%	+$29.3K	0.2%	79
2025 Q4	$1.21M	Sell	9,235 -2,129	-19%	-$293K	0.21%	78
2025 Q3	$1.66M	Buy	11,364 +236	+2%	+$30.4K	0.3%	62
2025 Q2	$1.14M	Buy	11,128 +191	+2%	+$16.5K	0.22%	78
2025 Q1	$847K	Buy	10,937 +373	+4%	+$37.8K	0.18%	88
2024 Q4	$1.17M	Sell	10,564 -1,200	-10%	-$123K	0.25%	74
2024 Q3	$1.13M	Hold	11,764	–	–	0.23%	78
2024 Q2	$1.03M	Sell	11,764 -120	-1%	-$8.92K	0.23%	78
2024 Q1	$862K	Sell	11,884 -140	-1%	-$9.44K	0.2%	83
2023 Q4	$708K	Sell	12,024 -920	-7%	-$48.3K	0.18%	90
2023 Q3	$595K	Buy	+12,944	New	+$577K	0.17%	95

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

Essex LLC's ANET Position: Q2 2026 in Review

Essex LLC reduced its Arista Networks (ANET) stake by 1.8% in Q2 2026, selling an estimated $26.1K and leaving 9,288 shares worth $1.58M. The position accounts for 0.24% of the portfolio, ranked #66.

Essex LLC first reported a position in ANET in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.66M in Q3 2025. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Essex LLC held 9,288 shares of Arista Networks worth $1.58M as of Q2 2026.
Essex LLC sold 166 Arista Networks shares in Q2 2026, an estimated $26.1K.
Arista Networks made up 0.24% of Essex LLC's portfolio in Q2 2026, its #66 holding.
Essex LLC first reported a position in Arista Networks in Q3 2023 and has held it in 12 quarters since.
Essex LLC's Arista Networks position peaked at $1.66M in Q3 2025.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Essex LLC's 13F filing for Q2 2026, filed 24 Jul 2026.