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Ithaka Group’s Arista Networks ANET Stock Holding History

Ithaka Group’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 		$16.5M Sell
97,257
-6,675
-6% -$1.05M 3% 12
2026
Q1 		$12.8M Buy
103,932
+2,191
+2% +$293K 2.65% 16
2025
Q4 		$13.3M Buy
101,741
+1,498
+1% +$206K 2.38% 15
2025
Q3 		$14.6M Buy
100,243
+28,525
+40% +$3.67M 2.49% 14
2025
Q2 		$7.34M Sell
71,718
-3,380
-5% -$292K 1.26% 28
2025
Q1 		$5.82M Sell
75,098
-313
-0.4% -$31.7K 1.19% 28
2024
Q4 		$8.34M Buy
+75,411
New +$7.76M 1.54% 25

Other funds holding ANET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ithaka Group's ANET Position: Q2 2026 in Review

Ithaka Group reduced its Arista Networks (ANET) stake by 6.4% in Q2 2026, selling an estimated $1.05M and leaving 97,257 shares worth $16.5M. The position accounts for 3% of the portfolio, ranked #12.

Ithaka Group first reported a position in ANET in Q4 2024 and has held it in 7 quarters since. 2,260 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Ithaka Group held 97,257 shares of Arista Networks worth $16.5M as of Q2 2026.
  • Ithaka Group sold 6,675 Arista Networks shares in Q2 2026, an estimated $1.05M.
  • Arista Networks made up 3% of Ithaka Group's portfolio in Q2 2026, its #12 holding.
  • Ithaka Group first reported a position in Arista Networks in Q4 2024 and has held it in 7 quarters since.
  • 2,260 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Ithaka Group's 13F filing for Q2 2026, filed 11 Aug 2026.