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McDonough Capital Management’s Arista Networks ANET Stock Holding History

McDonough 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 		$279K Buy
2,275
+39
+2% +$5.22K 0.15% 42
2025
Q4 		$293K Sell
2,236
-12
-0.5% -$1.65K 0.14% 44
2025
Q3 		$328K Buy
2,248
+48
+2% +$6.18K 0.16% 40
2025
Q2 		$225K Buy
+2,200
New +$190K 0.13% 49

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

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

McDonough Capital Management increased its Arista Networks (ANET) stake by 1.7% in Q1 2026, buying an estimated $5.22K and bringing the position to 2,275 shares worth $279K. The position accounts for 0.15% of the portfolio, ranked #42.

McDonough Capital Management first reported a position in ANET in Q2 2025 and has held it in 4 quarters since. The position peaked at $328K in Q3 2025. 2,029 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • McDonough Capital Management held 2,275 shares of Arista Networks worth $279K as of Q1 2026.
  • McDonough Capital Management bought 39 Arista Networks shares in Q1 2026, an estimated $5.22K.
  • Arista Networks made up 0.15% of McDonough Capital Management's portfolio in Q1 2026, its #42 holding.
  • McDonough Capital Management first reported a position in Arista Networks in Q2 2025 and has held it in 4 quarters since.
  • McDonough Capital Management's Arista Networks position peaked at $328K in Q3 2025.
  • 2,029 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

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