Montag & Associates’s Arista Networks ANET Stock Holding History

Montag & Associates’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	$2.73M	Buy	22,230 +650	+3%	+$87K	0.13%	147
2025 Q4	$2.83M	Buy	21,580 +987	+5%	+$136K	0.13%	141
2025 Q3	$3M	Buy	20,593 +1,244	+6%	+$160K	0.14%	135
2025 Q2	$1.98M	Buy	19,349 +12,176	+170%	+$1.05M	0.1%	165
2025 Q1	$556K	Buy	7,173 +3,872	+117%	+$393K	0.03%	301
2024 Q4	$365K	Buy	3,301 +1	+0%	+$103	0.02%	344
2024 Q3	$317K	Sell	3,300 -196	-6%	-$17.1K	0.02%	372
2024 Q2	$306K	Buy	3,496 +348	+11%	+$25.9K	0.02%	362
2024 Q1	$228K	Sell	3,148 -12	-0.4%	-$809	0.01%	401
2023 Q4	$186K	Buy	3,160 +548	+21%	+$28.8K	0.01%	407
2023 Q3	$120K	Hold	2,612	–	–	0.01%	442
2023 Q2	$106K	Hold	2,612	–	–	0.01%	471
2023 Q1	$110K	Sell	2,612 -4	-0.2%	-$138	0.01%	456
2022 Q4	$79.4K	Buy	2,616 +24	+0.9%	+$739	0.01%	478
2022 Q3	$73K	Sell	2,592 -672	-21%	-$19.4K	0.01%	481
2022 Q2	$76K	Hold	3,264	–	–	﹤0.01%	471
2022 Q1	$113K	Hold	3,264	–	–	0.01%	450
2021 Q4	$117K	Buy	+3,264	New	+$97.4K	0.01%	447

Other funds holding ANET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Montag & Associates's ANET Position: Q1 2026 in Review

Montag & Associates increased its Arista Networks (ANET) stake by 3% in Q1 2026, buying an estimated $87K and bringing the position to 22,230 shares worth $2.73M. The position accounts for 0.13% of the portfolio, ranked #147.

Montag & Associates first reported a position in ANET in Q4 2021 and has held it in 18 quarters since. The position peaked at $3M in Q3 2025. 2,028 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Montag & Associates held 22,230 shares of Arista Networks worth $2.73M as of Q1 2026.
Montag & Associates bought 650 Arista Networks shares in Q1 2026, an estimated $87K.
Arista Networks made up 0.13% of Montag & Associates's portfolio in Q1 2026, its #147 holding.
Montag & Associates first reported a position in Arista Networks in Q4 2021 and has held it in 18 quarters since.
Montag & Associates's Arista Networks position peaked at $3M in Q3 2025.
2,028 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.