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Montag & Caldwell’s Arista Networks ANET Stock Holding History

Montag & Caldwell’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
Q2 		$8.18M Buy
+79,995
New +$6.92M 1.79% 27
2023
Q1 		– Sell
-12,680
Closed -$385K – 84
2022
Q4 		$385K Sell
12,680
-313,236
-96% -$9.64M 0.06% 69
2022
Q3 		$9.2M Sell
325,916
-250,480
-43% -$7.22M 1.37% 27
2022
Q2 		$13.5M Sell
576,396
-31,792
-5% -$872K 1.96% 22
2022
Q1 		$21.1M Sell
608,188
-10,684
-2% -$338K 2.35% 23
2021
Q4 		$22.2M Sell
618,872
-287,128
-32% -$8.57M 2.14% 24
2021
Q3 		$19.5M Sell
906,000
-217,472
-19% -$4.98M 1.79% 28
2021
Q2 		$25.4M Sell
1,123,472
-79,600
-7% -$1.66M 2.29% 25
2021
Q1 		$22.7M Buy
1,203,072
+96,032
+9% +$1.8M 2.08% 25
2020
Q4 		$20.1M Buy
+1,107,040
New +$17.5M 1.11% 31
2019
Q4 		– Sell
-3,268,480
Closed -$48.8M – 78
2019
Q3 		$48.8M Buy
3,268,480
+2,008,256
+159% +$31.1M 2.51% 22
2019
Q2 		$20.4M Buy
1,260,224
+1,237,664
+5,486% +$21.4M 1.05% 32
2019
Q1 		$443K Buy
22,560
+976
+5% +$15.5K 0.02% 52
2018
Q4 		$284K Buy
21,584
+7,872
+57% +$113K 0.02% 64
2018
Q3 		$228K Sell
13,712
-1,776
-11% -$30.2K 0.01% 70
2018
Q2 		$249K Buy
+15,488
New +$253K 0.01% 77
2018
Q1 		– Sell
-39,184
Closed -$577K – 82
2017
Q4 		$577K Buy
39,184
+1,408
+4% +$18.8K 0.02% 47
2017
Q3 		$448K Sell
37,776
-608
-2% -$6.36K 0.01% 55
2017
Q2 		$359K Sell
38,384
-88,864
-70% -$805K 0.01% 64
2017
Q1 		$1.05M Sell
127,248
-40,800
-24% -$282K 0.03% 44
2016
Q4 		$1.02M Buy
168,048
+6,240
+4% +$34.9K 0.02% 44
2016
Q3 		$860K Sell
161,808
-9,600
-6% -$45.7K 0.02% 54
2016
Q2 		$690K Buy
171,408
+640
+0.4% +$2.72K 0.01% 69
2016
Q1 		$673K Buy
170,768
+112
+0.1% +$438 0.01% 73
2015
Q4 		$830K Buy
170,656
+98,496
+136% +$427K 0.02% 55
2015
Q3 		$276K Buy
+72,160
New +$344K ﹤0.01% 90

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
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Montag & Caldwell's ANET Position: Q2 2025 in Review

Montag & Caldwell opened a new position in Arista Networks (ANET) in Q2 2025: 79,995 shares worth $8.18M. The stake represents 1.79% of the portfolio and ranks #27 among its holdings. This is a return to the name: Montag & Caldwell previously reported a position in ANET as recently as Q4 2022.

Montag & Caldwell first reported a position in ANET in Q3 2015 and has held it in 26 quarters since. The position peaked at $48.8M in Q3 2019. 1,675 funds tracked by Wall St. Rank hold ANET as of Q2 2025.

  • Montag & Caldwell held 79,995 shares of Arista Networks worth $8.18M as of Q2 2025.
  • Arista Networks was a new Montag & Caldwell position in Q2 2025.
  • Arista Networks made up 1.79% of Montag & Caldwell's portfolio in Q2 2025, its #27 holding.
  • Montag & Caldwell first reported a position in Arista Networks in Q3 2015 and has held it in 26 quarters since.
  • Montag & Caldwell's Arista Networks position peaked at $48.8M in Q3 2019.
  • 1,675 funds tracked by Wall St. Rank held Arista Networks as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.