Johnson Investment Counsel’s Arista Networks ANET Stock Holding History

Johnson Investment Counsel’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	$855K	Buy	5,033 +1,373	+38%	+$216K	0.01%	489
2026 Q1	$449K	Buy	3,660 +502	+16%	+$67.2K	﹤0.01%	611
2025 Q4	$414K	Buy	+3,158	New	+$435K	﹤0.01%	601
2025 Q3	–	Sell	-2,954	Closed	-$302K	–	828
2025 Q2	$302K	Buy	2,954 +127	+4%	+$11K	﹤0.01%	667
2025 Q1	$219K	Buy	+2,827	New	+$287K	﹤0.01%	733
2024 Q4	–	Sell	-2,732	Closed	-$262K	–	790
2024 Q3	$262K	Buy	2,732 +24	+0.9%	+$2.09K	﹤0.01%	682
2024 Q2	$237K	Buy	+2,708	New	+$201K	﹤0.01%	663

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

Johnson Investment Counsel's ANET Position: Q2 2026 in Review

Johnson Investment Counsel increased its Arista Networks (ANET) stake by 38% in Q2 2026, buying an estimated $216K and bringing the position to 5,033 shares worth $855K. The position accounts for 0.01% of the portfolio, ranked #489.

Johnson Investment Counsel first reported a position in ANET in Q2 2024 and has held it in 7 quarters since. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Johnson Investment Counsel held 5,033 shares of Arista Networks worth $855K as of Q2 2026.
Johnson Investment Counsel bought 1,373 Arista Networks shares in Q2 2026, an estimated $216K.
Arista Networks made up 0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #489 holding.
Johnson Investment Counsel first reported a position in Arista Networks in Q2 2024 and has held it in 7 quarters since.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.