Holistic Financial Partners’s Arista Networks ANET Stock Holding History

Holistic Financial Partners’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	$523K	Sell	3,081 -202	-6%	-$31.7K	0.32%	50
2026 Q1	$403K	Sell	3,283 -13	-0.4%	-$1.74K	0.15%	70
2025 Q4	$432K	Hold	3,296	–	–	0.16%	67
2025 Q3	$480K	Buy	3,296 +34	+1%	+$4.38K	0.2%	62
2025 Q2	$334K	Buy	3,262 +50	+2%	+$4.33K	0.15%	81
2025 Q1	$249K	Sell	3,212 -23	-0.7%	-$2.33K	0.12%	95
2024 Q4	$358K	Buy	3,235 +11	+0.3%	+$1.13K	0.18%	69
2024 Q3	$309K	Sell	3,224 -288	-8%	-$25.1K	0.15%	79
2024 Q2	$308K	Hold	3,512	–	–	0.15%	74
2024 Q1	$255K	Buy	3,512 +56	+2%	+$3.78K	0.13%	99
2023 Q4	$203K	Buy	+3,456	New	+$182K	0.12%	112
2018 Q2	–	Sell	-4,480	Closed	-$71K	–	53
2018 Q1	$71K	Buy	4,480 +368	+9%	+$6.2K	0.06%	148
2017 Q4	$61K	Buy	+4,112	New	+$55K	0.05%	170

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

Holistic Financial Partners's ANET Position: Q2 2026 in Review

Holistic Financial Partners reduced its Arista Networks (ANET) stake by 6.2% in Q2 2026, selling an estimated $31.7K and leaving 3,081 shares worth $523K. The position accounts for 0.32% of the portfolio, ranked #50.

Holistic Financial Partners first reported a position in ANET in Q4 2017 and has held it in 13 quarters since. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Holistic Financial Partners held 3,081 shares of Arista Networks worth $523K as of Q2 2026.
Holistic Financial Partners sold 202 Arista Networks shares in Q2 2026, an estimated $31.7K.
Arista Networks made up 0.32% of Holistic Financial Partners's portfolio in Q2 2026, its #50 holding.
Holistic Financial Partners first reported a position in Arista Networks in Q4 2017 and has held it in 13 quarters since.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.