Left Brain Wealth Management’s Arista Networks ANET Stock Holding History

Left Brain Wealth Management’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	$9M	Sell	73,294 -4,525	-6%	-$605K	3.53%	4
2025 Q4	$10.2M	Sell	77,819 -3,701	-5%	-$509K	3.53%	7
2025 Q3	$11.9M	Sell	81,520 -85	-0.1%	-$10.9K	3.73%	8
2025 Q2	$8.35M	Buy	81,605 +8,788	+12%	+$760K	2.94%	8
2025 Q1	$5.64M	Sell	72,817 -3,501	-5%	-$355K	2.46%	11
2024 Q4	$8.44M	Buy	76,318 +8,162	+12%	+$839K	3.19%	7
2024 Q3	$6.54M	Buy	68,156 +496	+0.7%	+$43.2K	3.04%	7
2024 Q2	$5.93M	Buy	67,660 +588	+0.9%	+$43.7K	2.77%	9
2024 Q1	$4.86M	Buy	67,072 +44,132	+192%	+$2.98M	2.35%	11
2023 Q4	$1.35M	Buy	22,940 +3,064	+15%	+$161K	0.78%	40
2023 Q3	$914K	Buy	19,876 +1,320	+7%	+$58.8K	0.57%	42
2023 Q2	$752K	Buy	18,556 +9,948	+116%	+$385K	0.46%	53
2023 Q1	$345K	Buy	+8,608	New	+$296K	0.23%	67

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

Left Brain Wealth Management's ANET Position: Q1 2026 in Review

Left Brain Wealth Management reduced its Arista Networks (ANET) stake by 5.8% in Q1 2026, selling an estimated $605K and leaving 73,294 shares worth $9M. The position accounts for 3.53% of the portfolio, ranked #4.

Left Brain Wealth Management first reported a position in ANET in Q1 2023 and has held it in 13 quarters since. The position peaked at $11.9M in Q3 2025. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Left Brain Wealth Management held 73,294 shares of Arista Networks worth $9M as of Q1 2026.
Left Brain Wealth Management sold 4,525 Arista Networks shares in Q1 2026, an estimated $605K.
Arista Networks made up 3.53% of Left Brain Wealth Management's portfolio in Q1 2026, its #4 holding.
Left Brain Wealth Management first reported a position in Arista Networks in Q1 2023 and has held it in 13 quarters since.
Left Brain Wealth Management's Arista Networks position peaked at $11.9M in Q3 2025.
2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.