LCM
ANET icon

Logan Capital Management’s Arista Networks ANET Stock Holding History

Logan Capital 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
Q2 		$28.6M Buy
+168,087
New +$26.4M 1.06% 22
2026
Q1 		– Sell
-170,349
Closed -$22.8M – 286
2025
Q4 		$22.3M Buy
170,349
+7,220
+4% +$994K 0.94% 23
2025
Q3 		$23.8M Buy
163,129
+178
+0.1% +$22.9K 1% 22
2025
Q2 		$16.7M Buy
162,951
+1,799
+1% +$156K 0.78% 27
2025
Q1 		$12.5M Buy
161,152
+853
+0.5% +$86.5K 0.57% 51
2024
Q4 		$17.7M Sell
160,299
-6,321
-4% -$650K 0.74% 34
2024
Q3 		$16M Sell
166,620
-3,268
-2% -$285K 0.66% 42
2024
Q2 		$14.9M Buy
169,888
+164
+0.1% +$12.2K 0.64% 41
2024
Q1 		$12.3M Buy
169,724
+9,188
+6% +$620K 0.53% 56
2023
Q4 		$9.45M Buy
160,536
+47,112
+42% +$2.47M 0.44% 69
2023
Q3 		$5.22M Buy
113,424
+21,376
+23% +$952K 0.27% 102
2023
Q2 		$3.73M Buy
92,048
+4,596
+5% +$178K 0.18% 127
2023
Q1 		$3.67M Buy
87,452
+3,240
+4% +$111K 0.18% 130
2022
Q4 		$2.55M Buy
84,212
+1,228
+1% +$37.8K 0.13% 153
2022
Q3 		$2.34M Buy
+82,984
New +$2.39M 0.14% 140

Other funds holding ANET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Logan Capital Management's ANET Position: Q2 2026 in Review

Logan Capital Management opened a new position in Arista Networks (ANET) in Q2 2026: 168,087 shares worth $28.6M. The stake represents 1.06% of the portfolio and ranks #22 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in ANET as recently as Q4 2025.

Logan Capital Management first reported a position in ANET in Q3 2022 and has held it in 15 quarters since. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Logan Capital Management held 168,087 shares of Arista Networks worth $28.6M as of Q2 2026.
  • Arista Networks was a new Logan Capital Management position in Q2 2026.
  • Arista Networks made up 1.06% of Logan Capital Management's portfolio in Q2 2026, its #22 holding.
  • Logan Capital Management first reported a position in Arista Networks in Q3 2022 and has held it in 15 quarters since.
  • 2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.