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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
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 $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

Murphy & Mullick Capital Management's ANET Position: Q1 2026 in Review

Murphy & Mullick Capital Management reduced its Arista Networks (ANET) stake by 2.9% in Q1 2026, selling an estimated $12K and leaving 2,979 shares worth $366K. The position accounts for 0.27% of the portfolio, ranked #86.

Murphy & Mullick Capital Management first reported a position in ANET in Q4 2024 and has held it in 6 quarters since. The position peaked at $459K in Q3 2025. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Murphy & Mullick Capital Management held 2,979 shares of Arista Networks worth $366K as of Q1 2026.
  • Murphy & Mullick Capital Management sold 90 Arista Networks shares in Q1 2026, an estimated $12K.
  • Arista Networks made up 0.27% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #86 holding.
  • Murphy & Mullick Capital Management first reported a position in Arista Networks in Q4 2024 and has held it in 6 quarters since.
  • Murphy & Mullick Capital Management's Arista Networks position peaked at $459K in Q3 2025.
  • 2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.