M & L Capital Management’s Arista Networks ANET Stock Holding History

M & L 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	$14.6M	Hold	86,000	–	–	3.95%	9
2026 Q1	$10.6M	Hold	86,000	–	–	2.6%	6
2025 Q4	$11.3M	Sell	86,000 -154,800	-64%	-$21.3M	2.35%	8
2025 Q3	$35.1M	Hold	240,800	–	–	6.99%	4
2025 Q2	$24.6M	Hold	240,800	–	–	5.55%	4
2025 Q1	$18.7M	Sell	240,800 -81,200	-25%	-$8.23M	5.59%	6
2024 Q4	$35.6M	Buy	+322,000	New	+$33.1M	8.67%	3

Other funds holding ANET

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

M & L Capital Management's ANET Position: Q2 2026 in Review

M & L Capital Management held its Arista Networks (ANET) position steady in Q2 2026 at 86,000 shares worth $14.6M. The position accounts for 3.95% of the portfolio, ranked #9.

M & L Capital Management first reported a position in ANET in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.6M in Q4 2024. 336 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

M & L Capital Management held 86,000 shares of Arista Networks worth $14.6M as of Q2 2026.
M & L Capital Management left its Arista Networks share count unchanged in Q2 2026.
Arista Networks made up 3.95% of M & L Capital Management's portfolio in Q2 2026, its #9 holding.
M & L Capital Management first reported a position in Arista Networks in Q4 2024 and has held it in 7 quarters since.
M & L Capital Management's Arista Networks position peaked at $35.6M in Q4 2024.
336 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on M & L Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.