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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
Q2 		$3.64M Sell
21,411
-819
-4% -$129K 0.15% 118
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
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

Montag & Associates's ANET Position: Q2 2026 in Review

Montag & Associates reduced its Arista Networks (ANET) stake by 3.7% in Q2 2026, selling an estimated $129K and leaving 21,411 shares worth $3.64M. The position accounts for 0.15% of the portfolio, ranked #118.

Montag & Associates first reported a position in ANET in Q4 2021 and has held it in 19 quarters since. 2,260 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Montag & Associates held 21,411 shares of Arista Networks worth $3.64M as of Q2 2026.
  • Montag & Associates sold 819 Arista Networks shares in Q2 2026, an estimated $129K.
  • Arista Networks made up 0.15% of Montag & Associates's portfolio in Q2 2026, its #118 holding.
  • Montag & Associates first reported a position in Arista Networks in Q4 2021 and has held it in 19 quarters since.
  • 2,260 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.