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Morse Asset Management’s Arista Networks ANET Stock Holding History

Morse Asset 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 		$1.56M Buy
12,744
+280
+2% +$37.5K 0.33% 68
2025
Q4 		$1.63M Buy
12,464
+400
+3% +$55.1K 0.33% 71
2025
Q3 		$1.76M Buy
12,064
+64
+0.5% +$8.24K 0.35% 71
2025
Q2 		$1.23M Buy
12,000
+3,203
+36% +$277K 0.27% 83
2025
Q1 		$682K Sell
8,797
-238
-3% -$24.1K 0.17% 93
2024
Q4 		$999K Buy
9,035
+7,755
+606% +$798K 0.23% 84
2024
Q3 		$123K Buy
+1,280
New +$112K 0.03% 194

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

Morse Asset Management's ANET Position: Q1 2026 in Review

Morse Asset Management increased its Arista Networks (ANET) stake by 2.2% in Q1 2026, buying an estimated $37.5K and bringing the position to 12,744 shares worth $1.56M. The position accounts for 0.33% of the portfolio, ranked #68.

Morse Asset Management first reported a position in ANET in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.76M in Q3 2025. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Morse Asset Management held 12,744 shares of Arista Networks worth $1.56M as of Q1 2026.
  • Morse Asset Management bought 280 Arista Networks shares in Q1 2026, an estimated $37.5K.
  • Arista Networks made up 0.33% of Morse Asset Management's portfolio in Q1 2026, its #68 holding.
  • Morse Asset Management first reported a position in Arista Networks in Q3 2024 and has held it in 7 quarters since.
  • Morse Asset Management's Arista Networks position peaked at $1.76M in Q3 2025.
  • 2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.