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Motley Fool Asset Management’s Arista Networks ANET Stock Holding History

Motley Fool 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 		$14M Sell
113,717
-16,397
-13% -$2.19M 0.6% 32
2025
Q4 		$17M Buy
130,114
+30,083
+30% +$4.14M 0.66% 30
2025
Q3 		$14.6M Buy
100,031
+25,848
+35% +$3.33M 0.6% 29
2025
Q2 		$7.59M Buy
74,183
+6,049
+9% +$523K 0.35% 61
2025
Q1 		$5.28M Buy
68,134
+3,047
+5% +$309K 0.3% 72
2024
Q4 		$7.19M Buy
65,087
+8,159
+14% +$839K 0.37% 58
2024
Q3 		$5.43M Buy
56,928
+2,936
+5% +$256K 0.32% 75
2024
Q2 		$4.81M Buy
53,992
+12,380
+30% +$920K 0.32% 73
2024
Q1 		$3.02M Buy
41,612
+4,872
+13% +$329K 0.2% 96
2023
Q4 		$2.16M Buy
36,740
+2,176
+6% +$114K 0.16% 103
2023
Q3 		$1.59M Buy
34,564
+5,980
+21% +$266K 0.13% 114
2023
Q2 		$1.16M Buy
+28,584
New +$1.11M 0.1% 130
2023
Q1 		– Sell
-22,104
Closed -$671K – 116
2022
Q4 		$671K Sell
22,104
-2,152
-9% -$66.2K 0.08% 152
2022
Q3 		$685K Sell
24,256
-568
-2% -$16.4K 0.07% 151
2022
Q2 		$597K Sell
24,824
-29,612
-54% -$812K 0.06% 162
2022
Q1 		$1.89M Buy
54,436
+53,852
+9,221% +$1.7M 0.14% 106
2021
Q4 		$21K Buy
+584
New +$17.4K ﹤0.01% 163
2019
Q4 		– Sell
-20,928
Closed -$313K – 161
2019
Q3 		$313K Buy
20,928
+2,448
+13% +$37.9K 0.04% 161
2019
Q2 		$300K Buy
18,480
+288
+2% +$4.99K 0.03% 163
2019
Q1 		$358K Buy
18,192
+2,352
+15% +$37.3K 0.04% 148
2018
Q4 		$209K Buy
15,840
+432
+3% +$6.21K 0.03% 157
2018
Q3 		$256K Buy
15,408
+2,112
+16% +$35.9K 0.03% 140
2018
Q2 		$214K Buy
+13,296
New +$217K 0.03% 137

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

Motley Fool Asset Management's ANET Position: Q1 2026 in Review

Motley Fool Asset Management reduced its Arista Networks (ANET) stake by 13% in Q1 2026, selling an estimated $2.19M and leaving 113,717 shares worth $14M. The position accounts for 0.6% of the portfolio, ranked #32.

Motley Fool Asset Management first reported a position in ANET in Q2 2018 and has held it in 23 quarters since. The position peaked at $17M in Q4 2025. 2,029 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Motley Fool Asset Management held 113,717 shares of Arista Networks worth $14M as of Q1 2026.
  • Motley Fool Asset Management sold 16,397 Arista Networks shares in Q1 2026, an estimated $2.19M.
  • Arista Networks made up 0.6% of Motley Fool Asset Management's portfolio in Q1 2026, its #32 holding.
  • Motley Fool Asset Management first reported a position in Arista Networks in Q2 2018 and has held it in 23 quarters since.
  • Motley Fool Asset Management's Arista Networks position peaked at $17M in Q4 2025.
  • 2,029 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Motley Fool Asset Management's 13F filing for Q1 2026, filed 12 May 2026.