Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Arista Networks ANET Stock Holding History

Kovitz Investment Group Partners’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 		$4.33M Sell
35,293
-133,747
-79% -$17.9M 0.1% 146
2025
Q4 		$22.1M Sell
169,040
-669,601
-80% -$92.2M 0.49% 45
2025
Q3 		$122M Sell
838,641
-337,462
-29% -$43.5M 0.48% 47
2025
Q2 		$120M Buy
1,176,103
+309,874
+36% +$26.8M 0.51% 49
2025
Q1 		$67.1M Buy
866,229
+17,292
+2% +$1.75M 0.34% 75
2024
Q4 		$93.8M Sell
848,937
-383,519
-31% -$39.4M 0.46% 61
2024
Q3 		$116M Sell
1,232,456
-74,212
-6% -$6.46M 0.82% 27
2024
Q2 		$114M Buy
1,306,668
+3,748
+0.3% +$279K 0.98% 29
2024
Q1 		$94.5M Sell
1,302,920
-22,432
-2% -$1.51M 1.2% 26
2023
Q4 		$78M Sell
1,325,352
-7,792
-0.6% -$409K 1.29% 26
2023
Q3 		$61.3M Sell
1,333,144
-367,716
-22% -$16.4M 1.1% 31
2023
Q2 		$68.9M Buy
1,700,860
+292,012
+21% +$11.3M 1.01% 34
2023
Q1 		$59.1M Sell
1,408,848
-697,400
-33% -$24M 1.03% 32
2022
Q4 		$63.9M Sell
2,106,248
-62,808
-3% -$1.93M 1.26% 29
2022
Q3 		$61.2M Buy
2,169,056
+11,632
+0.5% +$335K 1.42% 27
2022
Q2 		$50.6M Buy
2,157,424
+148,552
+7% +$4.07M 1.12% 37
2022
Q1 		$69.8M Buy
2,008,872
+957,612
+91% +$30.3M 1.33% 27
2021
Q4 		$58.9M Sell
1,051,260
-1,626,580
-61% -$48.5M 1.39% 26
2021
Q3 		$57.5M Sell
2,677,840
-37,232
-1% -$853K 1.14% 32
2021
Q2 		$61.5M Buy
2,715,072
+204,560
+8% +$4.27M 1.21% 30
2021
Q1 		$47.4M Sell
2,510,512
-241,632
-9% -$4.52M 1.11% 35
2020
Q4 		$50M Buy
2,752,144
+46,944
+2% +$744K 1.22% 30
2020
Q3 		$35M Buy
+2,705,200
New +$37.2M 0.98% 35

Other funds holding ANET

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Kovitz Investment Group Partners's ANET Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Arista Networks (ANET) stake by 79% in Q1 2026, selling an estimated $17.9M and leaving 35,293 shares worth $4.33M. The position accounts for 0.1% of the portfolio, ranked #146.

Kovitz Investment Group Partners first reported a position in ANET in Q3 2020 and has held it in 23 quarters since. The position peaked at $122M in Q3 2025. 2,033 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Kovitz Investment Group Partners held 35,293 shares of Arista Networks worth $4.33M as of Q1 2026.
  • Kovitz Investment Group Partners sold 133,747 Arista Networks shares in Q1 2026, an estimated $17.9M.
  • Arista Networks made up 0.1% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #146 holding.
  • Kovitz Investment Group Partners first reported a position in Arista Networks in Q3 2020 and has held it in 23 quarters since.
  • Kovitz Investment Group Partners's Arista Networks position peaked at $122M in Q3 2025.
  • 2,033 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.