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 Q2	$9.37M	Sell	55,142 -70,000	-56%	-$11M	0.55%	48
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 $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

General American Investors's ANET Position: Q2 2026 in Review

General American Investors reduced its Arista Networks (ANET) stake by 56% in Q2 2026, selling an estimated $11M and leaving 55,142 shares worth $9.37M. The position accounts for 0.55% of the portfolio, ranked #48.

General American Investors first reported a position in ANET in Q3 2023 and has held it in 6 quarters since. The position peaked at $22M in Q3 2025. 2,261 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

General American Investors held 55,142 shares of Arista Networks worth $9.37M as of Q2 2026.
General American Investors sold 70,000 Arista Networks shares in Q2 2026, an estimated $11M.
Arista Networks made up 0.55% of General American Investors's portfolio in Q2 2026, its #48 holding.
General American Investors first reported a position in Arista Networks in Q3 2023 and has held it in 6 quarters since.
General American Investors's Arista Networks position peaked at $22M in Q3 2025.
2,261 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on General American Investors's 13F filing for Q2 2026, filed 31 Jul 2026.