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Lafayette Investments’s Arista Networks ANET Stock Holding History

Lafayette Investments’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 		$2.69M Sell
21,946
-4,675
-18% -$625K 0.55% 46
2025
Q4 		$3.49M Sell
26,621
-3,131
-11% -$431K 0.66% 41
2025
Q3 		$4.34M Hold
29,752
– – 0.83% 34
2025
Q2 		$3.04M Buy
29,752
+61
+0.2% +$5.28K 0.62% 45
2025
Q1 		$2.3M Buy
29,691
+605
+2% +$61.3K 0.49% 48
2024
Q4 		$3.21M Sell
29,086
-3,770
-11% -$388K 0.69% 42
2024
Q3 		$3.15M Sell
32,856
-1,596
-5% -$139K 0.66% 42
2024
Q2 		$3.02M Hold
34,452
– – 0.69% 38
2024
Q1 		$2.5M Buy
34,452
+420
+1% +$28.3K 0.56% 46
2023
Q4 		$2M Buy
34,032
+52
+0.2% +$2.73K 0.5% 49
2023
Q3 		$1.56M Buy
33,980
+472
+1% +$21K 0.43% 55
2023
Q2 		$1.36M Buy
33,508
+112
+0.3% +$4.33K 0.36% 59
2023
Q1 		$1.4M Buy
33,396
+48
+0.1% +$1.65K 0.39% 56
2022
Q4 		$1.01M Sell
33,348
-8,392
-20% -$258K 0.28% 62
2022
Q3 		$1.18M Sell
41,740
-12,132
-23% -$350K 0.36% 60
2022
Q2 		$1.26M Buy
53,872
+20
+0% +$549 0.36% 59
2022
Q1 		$1.87M Buy
53,852
+40
+0.1% +$1.26K 0.46% 53
2021
Q4 		$1.93M Sell
53,812
-1,180
-2% -$35.2K 0.48% 50
2021
Q3 		$1.18M Buy
54,992
+80
+0.1% +$1.83K 0.32% 61
2021
Q2 		$1.24M Buy
54,912
+128
+0.2% +$2.67K 0.34% 59
2021
Q1 		$1.03M Buy
54,784
+96
+0.2% +$1.79K 0.33% 56
2020
Q4 		$993K Sell
54,688
-1,200
-2% -$19K 0.34% 58
2020
Q3 		$723K Buy
55,888
+12,000
+27% +$165K 0.28% 59
2020
Q2 		$576K Buy
+43,888
New +$594K 0.24% 60

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

Lafayette Investments's ANET Position: Q1 2026 in Review

Lafayette Investments reduced its Arista Networks (ANET) stake by 18% in Q1 2026, selling an estimated $625K and leaving 21,946 shares worth $2.69M. The position accounts for 0.55% of the portfolio, ranked #46.

Lafayette Investments first reported a position in ANET in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.34M in Q3 2025. 2,028 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Lafayette Investments held 21,946 shares of Arista Networks worth $2.69M as of Q1 2026.
  • Lafayette Investments sold 4,675 Arista Networks shares in Q1 2026, an estimated $625K.
  • Arista Networks made up 0.55% of Lafayette Investments's portfolio in Q1 2026, its #46 holding.
  • Lafayette Investments first reported a position in Arista Networks in Q2 2020 and has held it in 24 quarters since.
  • Lafayette Investments's Arista Networks position peaked at $4.34M in Q3 2025.
  • 2,028 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.