Lebenthal Global Advisors’s Arista Networks ANET Stock Holding History

Lebenthal Global Advisors’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	$3.91M	Buy	31,815 +867	+3%	+$116K	0.57%	36
2025 Q4	$4.06M	Buy	30,948 +8,807	+40%	+$1.21M	0.63%	30
2025 Q3	$3.23M	Buy	22,141 +2,875	+15%	+$370K	0.56%	31
2025 Q2	$1.97M	Buy	19,266 +9,453	+96%	+$818K	0.37%	42
2025 Q1	$760K	Buy	+9,813	New	+$995K	0.14%	98
2024 Q4	–	Sell	-16,564	Closed	-$1.59M	–	193
2024 Q3	$1.59M	Buy	16,564 +2,008	+14%	+$175K	0.32%	41
2024 Q2	$1.28M	Buy	14,556 +2,292	+19%	+$170K	0.28%	44
2024 Q1	$889K	Buy	12,264 +1,020	+9%	+$68.8K	0.2%	62
2023 Q4	$662K	Buy	+11,244	New	+$591K	0.15%	86

Other funds holding ANET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lebenthal Global Advisors's ANET Position: Q1 2026 in Review

Lebenthal Global Advisors increased its Arista Networks (ANET) stake by 2.8% in Q1 2026, buying an estimated $116K and bringing the position to 31,815 shares worth $3.91M. The position accounts for 0.57% of the portfolio, ranked #36.

Lebenthal Global Advisors first reported a position in ANET in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.06M in Q4 2025. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Lebenthal Global Advisors held 31,815 shares of Arista Networks worth $3.91M as of Q1 2026.
Lebenthal Global Advisors bought 867 Arista Networks shares in Q1 2026, an estimated $116K.
Arista Networks made up 0.57% of Lebenthal Global Advisors's portfolio in Q1 2026, its #36 holding.
Lebenthal Global Advisors first reported a position in Arista Networks in Q4 2023 and has held it in 9 quarters since.
Lebenthal Global Advisors's Arista Networks position peaked at $4.06M in Q4 2025.
2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.