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Kemnay Advisory Services’s Arista Networks ANET Stock Holding History

Kemnay Advisory Services’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 		$40.6K Sell
331
-85
-20% -$11.4K 0.01% 335
2025
Q4 		$54.5K Buy
+416
New +$57.3K 0.01% 298

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

Kemnay Advisory Services's ANET Position: Q1 2026 in Review

Kemnay Advisory Services reduced its Arista Networks (ANET) stake by 20% in Q1 2026, selling an estimated $11.4K and leaving 331 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #335.

Kemnay Advisory Services first reported a position in ANET in Q4 2025 and has held it in 2 quarters since. The position peaked at $54.5K in Q4 2025. 2,029 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Kemnay Advisory Services held 331 shares of Arista Networks worth $40.6K as of Q1 2026.
  • Kemnay Advisory Services sold 85 Arista Networks shares in Q1 2026, an estimated $11.4K.
  • Arista Networks made up 0.01% of Kemnay Advisory Services's portfolio in Q1 2026, its #335 holding.
  • Kemnay Advisory Services first reported a position in Arista Networks in Q4 2025 and has held it in 2 quarters since.
  • Kemnay Advisory Services's Arista Networks position peaked at $54.5K in Q4 2025.
  • 2,029 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Kemnay Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.