IAM Advisory’s Arista Networks ANET Stock Holding History

IAM Advisory’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	–	Sell	-7,562	Closed	-$928K	–	108
2026 Q1	$928K	Buy	7,562 +206	+3%	+$27.6K	0.21%	63
2025 Q4	$964K	Buy	7,356 +24	+0.3%	+$3.3K	0.21%	61
2025 Q3	$1.07M	Buy	7,332 +4	+0.1%	+$515	0.24%	57
2025 Q2	$750K	Buy	7,328 +373	+5%	+$32.3K	0.18%	65
2025 Q1	$539K	Sell	6,955 -13	-0.2%	-$1.32K	0.14%	72
2024 Q4	$770K	Sell	6,968 -464	-6%	-$47.7K	0.2%	65
2024 Q3	$713K	Buy	7,432 +128	+2%	+$11.2K	0.18%	67
2024 Q2	$640K	Sell	7,304 -368	-5%	-$27.4K	0.17%	66
2024 Q1	$556K	Buy	7,672 +308	+4%	+$20.8K	0.15%	71
2023 Q4	$434K	Buy	+7,364	New	+$387K	0.14%	69

Other funds holding ANET

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return