General American Investors’s Arista Networks ANET Stock Holding History

General American 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 Q1	$15.4M	Sell	125,142 -15,537	-11%	-$2.08M	1.01%	35
2025 Q4	$18.4M	Sell	140,679 -10,000	-7%	-$1.38M	1.04%	31
2025 Q3	$22M	Sell	150,679 -14,000	-9%	-$1.8M	1.27%	26
2025 Q2	$16.8M	Buy	+164,679	New	+$14.2M	1.08%	32
2023 Q4	–	Sell	-100,000	Closed	-$4.6M	–	73
2023 Q3	$4.6M	Buy	+100,000	New	+$4.45M	0.41%	54

Other funds holding ANET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

General American Investors's ANET Position: Q1 2026 in Review

General American Investors reduced its Arista Networks (ANET) stake by 11% in Q1 2026, selling an estimated $2.08M and leaving 125,142 shares worth $15.4M. The position accounts for 1.01% of the portfolio, ranked #35.

General American Investors first reported a position in ANET in Q3 2023 and has held it in 5 quarters since. The position peaked at $22M in Q3 2025. 2,029 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

General American Investors held 125,142 shares of Arista Networks worth $15.4M as of Q1 2026.
General American Investors sold 15,537 Arista Networks shares in Q1 2026, an estimated $2.08M.
Arista Networks made up 1.01% of General American Investors's portfolio in Q1 2026, its #35 holding.
General American Investors first reported a position in Arista Networks in Q3 2023 and has held it in 5 quarters since.
General American Investors's Arista Networks position peaked at $22M in Q3 2025.
2,029 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on General American Investors's 13F filing for Q1 2026, filed 1 May 2026.