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Meritage Portfolio Management’s Arista Networks ANET Stock Holding History

Meritage Portfolio 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
2025
Q4 		$8.59M Sell
65,524
-32,205
-33% -$4.43M 0.57% 44
2025
Q3 		$14.2M Sell
97,729
-65,633
-40% -$8.45M 0.95% 18
2025
Q2 		$16.7M Sell
163,362
-11,211
-6% -$970K 1.06% 17
2025
Q1 		$13.5M Sell
174,573
-3,778
-2% -$383K 0.9% 26
2024
Q4 		$19.7M Sell
178,351
-4,269
-2% -$439K 1.22% 11
2024
Q3 		$17.5M Sell
182,620
-1,984
-1% -$173K 1.07% 15
2024
Q2 		$16.2M Sell
184,604
-2,960
-2% -$220K 1.02% 16
2024
Q1 		$13.6M Sell
187,564
-9,136
-5% -$616K 0.87% 23
2023
Q4 		$11.6M Buy
196,700
+12,680
+7% +$666K 0.76% 22
2023
Q3 		$8.46M Buy
184,020
+1,584
+0.9% +$70.6K 0.62% 40
2023
Q2 		$7.39M Buy
+182,436
New +$7.05M 0.52% 52

Other funds holding ANET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Meritage Portfolio Management's ANET Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Arista Networks (ANET) stake by 33% in Q4 2025, selling an estimated $4.43M and leaving 65,524 shares worth $8.59M. The position accounts for 0.57% of the portfolio, ranked #44.

Meritage Portfolio Management first reported a position in ANET in Q2 2023 and has held it in 11 quarters since. The position peaked at $19.7M in Q4 2024. 1,995 funds tracked by Wall St. Rank hold ANET as of Q4 2025.

  • Meritage Portfolio Management held 65,524 shares of Arista Networks worth $8.59M as of Q4 2025.
  • Meritage Portfolio Management sold 32,205 Arista Networks shares in Q4 2025, an estimated $4.43M.
  • Arista Networks made up 0.57% of Meritage Portfolio Management's portfolio in Q4 2025, its #44 holding.
  • Meritage Portfolio Management first reported a position in Arista Networks in Q2 2023 and has held it in 11 quarters since.
  • Meritage Portfolio Management's Arista Networks position peaked at $19.7M in Q4 2024.
  • 1,995 funds tracked by Wall St. Rank held Arista Networks as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.