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Freemont Management’s Arista Networks ANET Stock Holding History

Freemont 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
Q1 		$3.68M Hold
30,000
– – 0.56% 60
2025
Q4 		$3.93M Sell
30,000
-4,000
-12% -$551K 0.69% 41
2025
Q3 		$4.95M Buy
+34,000
New +$4.38M 2.48% 9
2025
Q2 		– Sell
-100,000
Closed -$7.75M – 98
2025
Q1 		$7.75M Buy
+100,000
New +$10.1M 2.55% 7
2024
Q3 		– Sell
-200,000
Closed -$17.5M – 82
2024
Q2 		$17.5M Buy
+200,000
New +$14.9M 8.27% 2

Other funds holding ANET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Freemont Management's ANET Position: Q1 2026 in Review

Freemont Management reduced its Arista Networks (ANET) stake by 9.4% in Q1 2026, selling an estimated $3.56M and leaving 255,700 shares worth $31.4M. The position accounts for 4.75% of the portfolio, ranked #2.

Freemont Management first reported a position in ANET in Q1 2024 and has held it in 9 quarters since. The position peaked at $37M in Q4 2025. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Freemont Management held 255,700 shares of Arista Networks worth $31.4M as of Q1 2026.
  • Freemont Management sold 26,600 Arista Networks shares in Q1 2026, an estimated $3.56M.
  • Arista Networks made up 4.75% of Freemont Management's portfolio in Q1 2026, its #2 holding.
  • Freemont Management first reported a position in Arista Networks in Q1 2024 and has held it in 9 quarters since.
  • Freemont Management's Arista Networks position peaked at $37M in Q4 2025.
  • 2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Freemont Management's 13F filing for Q1 2026, filed 6 May 2026.