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Madison Asset Management’s Arista Networks ANET Stock Holding History

Madison Asset 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 		$30.3M Sell
178,606
-505,710
-74% -$79.4M 0.36% 83
2026
Q1 		$84M Sell
684,316
-27,839
-4% -$3.72M 1.04% 26
2025
Q4 		$93.3M Sell
712,155
-16,403
-2% -$2.26M 1.07% 27
2025
Q3 		$106M Sell
728,558
-493,789
-40% -$63.6M 1.17% 24
2025
Q2 		$125M Buy
1,222,347
+553,831
+83% +$47.9M 1.35% 18
2025
Q1 		$51.8M Sell
668,516
-539,926
-45% -$54.7M 0.58% 58
2024
Q4 		$134M Buy
1,208,442
+98,566
+9% +$10.1M 1.51% 12
2024
Q3 		$106M Buy
1,109,876
+87,988
+9% +$7.66M 1.2% 25
2024
Q2 		$89.5M Sell
1,021,888
-844,152
-45% -$62.8M 1.11% 27
2024
Q1 		$135M Buy
1,866,040
+207,864
+13% +$14M 1.66% 9
2023
Q4 		$97.6M Sell
1,658,176
-367,172
-18% -$19.3M 1.32% 15
2023
Q3 		$93.1M Buy
2,025,348
+20,364
+1% +$907K 1.37% 13
2023
Q2 		$81.2M Sell
2,004,984
-4,824
-0.2% -$187K 1.19% 23
2023
Q1 		$84.3M Sell
2,009,808
-16,416
-0.8% -$564K 1.28% 15
2022
Q4 		$61.5M Buy
2,026,224
+5,248
+0.3% +$162K 0.96% 32
2022
Q3 		$57M Buy
2,020,976
+15,624
+0.8% +$451K 0.96% 32
2022
Q2 		$47M Sell
2,005,352
-41,316
-2% -$1.13M 0.73% 48
2022
Q1 		$71.1M Sell
2,046,668
-16,200
-0.8% -$512K 1.02% 27
2021
Q4 		$74.1M Sell
2,062,868
-1,183,052
-36% -$35.3M 0.97% 35
2021
Q3 		$69.7M Buy
3,245,920
+14,560
+0.5% +$334K 0.96% 34
2021
Q2 		$73.2M Sell
3,231,360
-30,000
-0.9% -$626K 0.99% 33
2021
Q1 		$61.5M Sell
3,261,360
-22,928
-0.7% -$429K 0.86% 39
2020
Q4 		$59.6M Buy
3,284,288
+99,696
+3% +$1.58M 0.88% 34
2020
Q3 		$41.2M Buy
+3,184,592
New +$43.7M 0.69% 58

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

Madison Asset Management's ANET Position: Q2 2026 in Review

Madison Asset Management reduced its Arista Networks (ANET) stake by 74% in Q2 2026, selling an estimated $79.4M and leaving 178,606 shares worth $30.3M. The position accounts for 0.36% of the portfolio, ranked #83.

Madison Asset Management first reported a position in ANET in Q3 2020 and has held it in 24 quarters since. The position peaked at $135M in Q1 2024. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Madison Asset Management held 178,606 shares of Arista Networks worth $30.3M as of Q2 2026.
  • Madison Asset Management sold 505,710 Arista Networks shares in Q2 2026, an estimated $79.4M.
  • Arista Networks made up 0.36% of Madison Asset Management's portfolio in Q2 2026, its #83 holding.
  • Madison Asset Management first reported a position in Arista Networks in Q3 2020 and has held it in 24 quarters since.
  • Madison Asset Management's Arista Networks position peaked at $135M in Q1 2024.
  • 2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.