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Mount Lucas Management’s Arista Networks ANET Stock Holding History

Mount Lucas 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 		– Sell
-1,888
Closed -$247K – 168
2025
Q4 		$247K Sell
1,888
-36
-2% -$4.96K 0.1% 164
2025
Q3 		$280K Sell
1,924
-148
-7% -$19.1K 0.12% 155
2025
Q2 		$212K Sell
2,072
-267
-11% -$23.1K 0.09% 156
2025
Q1 		$181K Sell
2,339
-809
-26% -$82K 0.06% 144
2024
Q4 		$348K Sell
3,148
-668
-18% -$68.7K 0.12% 115
2024
Q3 		$366K Buy
3,816
+88
+2% +$7.67K 0.12% 131
2024
Q2 		$327K Sell
3,728
-6,032
-62% -$448K 0.09% 126
2024
Q1 		$708K Sell
9,760
-872
-8% -$58.8K 0.19% 116
2023
Q4 		$626K Buy
10,632
+4,144
+64% +$218K 0.18% 109
2023
Q3 		$298K Sell
6,488
-840
-11% -$37.4K 0.11% 115
2023
Q2 		$297K Buy
+7,328
New +$283K 0.1% 130

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mount Lucas Management's ANET Position: Q1 2026 in Review

Mount Lucas Management sold out of Arista Networks (ANET) in Q1 2026, closing a stake of 1,888 shares — an estimated $247K sold.

Mount Lucas Management first reported a position in ANET in Q2 2023 and held it in 11 quarters. The position peaked at $708K in Q1 2024. 2,041 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Mount Lucas Management reported no remaining Arista Networks position as of Q1 2026 after selling out during the quarter.
  • Mount Lucas Management sold 1,888 Arista Networks shares in Q1 2026, an estimated $247K.
  • Mount Lucas Management first reported a position in Arista Networks in Q2 2023 and held it in 11 quarters.
  • Mount Lucas Management's Arista Networks position peaked at $708K in Q1 2024.
  • 2,041 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.