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Marietta Investment Partners’s Arista Networks ANET Stock Holding History

Marietta Investment Partners’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 		$11.8M Sell
96,334
-1,868
-2% -$250K 2.37% 6
2025
Q4 		$12.9M Buy
98,202
+940
+1% +$129K 2.55% 6
2025
Q3 		$14.2M Sell
97,262
-6,761
-6% -$871K 2.73% 5
2025
Q2 		$10.6M Sell
104,023
-3,103
-3% -$268K 2.33% 9
2025
Q1 		$8.3M Sell
107,126
-5,838
-5% -$592K 2% 12
2024
Q4 		$12.5M Sell
112,964
-208
-0.2% -$21.4K 2.75% 7
2024
Q3 		$10.9M Sell
113,172
-9,992
-8% -$870K 2.3% 9
2024
Q2 		$10.8M Sell
123,164
-7,572
-6% -$563K 2.37% 7
2024
Q1 		$9.48M Sell
130,736
-3,032
-2% -$205K 2.07% 9
2023
Q4 		$7.88M Buy
133,768
+11,424
+9% +$600K 1.96% 10
2023
Q3 		$5.63M Buy
122,344
+1,904
+2% +$84.8K 1.58% 19
2023
Q2 		$4.88M Buy
120,440
+102,912
+587% +$3.98M 1.26% 26
2023
Q1 		$736K Buy
17,528
+6,388
+57% +$220K 0.2% 92
2022
Q4 		$338K Buy
+11,140
New +$343K 0.1% 144

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

Marietta Investment Partners's ANET Position: Q1 2026 in Review

Marietta Investment Partners reduced its Arista Networks (ANET) stake by 1.9% in Q1 2026, selling an estimated $250K and leaving 96,334 shares worth $11.8M. The position accounts for 2.37% of the portfolio, ranked #6.

Marietta Investment Partners first reported a position in ANET in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.2M in Q3 2025. 2,029 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Marietta Investment Partners held 96,334 shares of Arista Networks worth $11.8M as of Q1 2026.
  • Marietta Investment Partners sold 1,868 Arista Networks shares in Q1 2026, an estimated $250K.
  • Arista Networks made up 2.37% of Marietta Investment Partners's portfolio in Q1 2026, its #6 holding.
  • Marietta Investment Partners first reported a position in Arista Networks in Q4 2022 and has held it in 14 quarters since.
  • Marietta Investment Partners's Arista Networks position peaked at $14.2M in Q3 2025.
  • 2,029 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.