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LRT Capital Management’s Arista Networks ANET Stock Holding History

LRT 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
Q1 		$370K Buy
3,013
+1,106
+58% +$148K 0.35% 77
2025
Q4 		$250K Sell
1,907
-3,350
-64% -$461K 0.21% 83
2025
Q3 		$766K Buy
+5,257
New +$677K 0.51% 60
2024
Q2 		– Sell
-2,872
Closed -$208K – 83
2024
Q1 		$208K Buy
+2,872
New +$194K 0.19% 80

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

LRT Capital Management's ANET Position: Q1 2026 in Review

LRT Capital Management increased its Arista Networks (ANET) stake by 58% in Q1 2026, buying an estimated $148K and bringing the position to 3,013 shares worth $370K. The position accounts for 0.35% of the portfolio, ranked #77.

LRT Capital Management first reported a position in ANET in Q1 2024 and has held it in 4 quarters since. The position peaked at $766K in Q3 2025. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • LRT Capital Management held 3,013 shares of Arista Networks worth $370K as of Q1 2026.
  • LRT Capital Management bought 1,106 Arista Networks shares in Q1 2026, an estimated $148K.
  • Arista Networks made up 0.35% of LRT Capital Management's portfolio in Q1 2026, its #77 holding.
  • LRT Capital Management first reported a position in Arista Networks in Q1 2024 and has held it in 4 quarters since.
  • LRT Capital Management's Arista Networks position peaked at $766K in Q3 2025.
  • 2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on LRT Capital Management's 13F filing for Q1 2026, filed 15 May 2026.