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Murphy & Mullick Capital Management’s Arista Networks ANET Stock Holding History

Murphy & Mullick Capital 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
Q2 		$518K Buy
3,052
+73
+2% +$11.5K 0.32% 68
2026
Q1 		$366K Sell
2,979
-90
-3% -$12K 0.27% 86
2025
Q4 		$402K Buy
3,069
+57
+2% +$7.85K 0.29% 77
2025
Q3 		$459K Buy
3,012
+1,580
+110% +$203K 0.34% 67
2025
Q2 		$159K Buy
1,432
+565
+65% +$48.9K 0.13% 150
2025
Q1 		$67.2K Buy
867
+35
+4% +$3.55K 0.07% 224
2024
Q4 		$92K Buy
+832
New +$85.6K 0.08% 182

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

Murphy & Mullick Capital Management's ANET Position: Q2 2026 in Review

Murphy & Mullick Capital Management increased its Arista Networks (ANET) stake by 2.5% in Q2 2026, buying an estimated $11.5K and bringing the position to 3,052 shares worth $518K. The position accounts for 0.32% of the portfolio, ranked #68.

Murphy & Mullick Capital Management first reported a position in ANET in Q4 2024 and has held it in 7 quarters since. 2,260 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Murphy & Mullick Capital Management held 3,052 shares of Arista Networks worth $518K as of Q2 2026.
  • Murphy & Mullick Capital Management bought 73 Arista Networks shares in Q2 2026, an estimated $11.5K.
  • Arista Networks made up 0.32% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #68 holding.
  • Murphy & Mullick Capital Management first reported a position in Arista Networks in Q4 2024 and has held it in 7 quarters since.
  • 2,260 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.