KP
ANET icon

Keel Point’s Arista Networks ANET Stock Holding History

Keel Point’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
Q1 		$1.82M Sell
14,850
-3,885
-21% -$520K 0.12% 112
2025
Q4 		$2.45M Buy
18,735
+355
+2% +$48.9K 0.15% 99
2025
Q3 		$2.68M Sell
18,380
-2,070
-10% -$267K 0.16% 95
2025
Q2 		$2.09M Buy
20,450
+15,776
+338% +$1.36M 0.14% 108
2025
Q1 		$362K Buy
4,674
+813
+21% +$82.4K 0.03% 315
2024
Q4 		$427K Buy
3,861
+101
+3% +$10.4K 0.03% 263
2024
Q3 		$361K Sell
3,760
-140
-4% -$12.2K 0.03% 297
2024
Q2 		$338K Sell
3,900
-60
-2% -$4.46K 0.03% 302
2024
Q1 		$287K Buy
3,960
+160
+4% +$10.8K 0.03% 291
2023
Q4 		$224K Buy
+3,800
New +$200K 0.03% 310

Other funds holding ANET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Keel Point's ANET Position: Q1 2026 in Review

Keel Point reduced its Arista Networks (ANET) stake by 21% in Q1 2026, selling an estimated $520K and leaving 14,850 shares worth $1.82M. The position accounts for 0.12% of the portfolio, ranked #112.

Keel Point first reported a position in ANET in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.68M in Q3 2025. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Keel Point held 14,850 shares of Arista Networks worth $1.82M as of Q1 2026.
  • Keel Point sold 3,885 Arista Networks shares in Q1 2026, an estimated $520K.
  • Arista Networks made up 0.12% of Keel Point's portfolio in Q1 2026, its #112 holding.
  • Keel Point first reported a position in Arista Networks in Q4 2023 and has held it in 10 quarters since.
  • Keel Point's Arista Networks position peaked at $2.68M in Q3 2025.
  • 2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.