ODDO BHF Asset Management’s Arista Networks ANET Stock Holding History

ODDO BHF 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 Q2	$23.8M	Sell	140,151 -132,202	-49%	-$20.8M	1.1%	24
2026 Q1	$33.4M	Sell	272,353 -31,605	-10%	-$4.23M	1.32%	13
2025 Q4	$39.8M	Sell	303,958 -8,458	-3%	-$1.16M	1.49%	9
2025 Q3	$45.5M	Buy	312,416 +13,324	+4%	+$1.72M	1.73%	8
2025 Q2	$30.6M	Buy	299,092 +26,065	+10%	+$2.26M	1.16%	13
2025 Q1	$21.2M	Buy	273,027 +95,948	+54%	+$9.73M	0.87%	23
2024 Q4	$19.6M	Buy	177,079 +38,651	+28%	+$3.97M	0.99%	25
2024 Q3	$13.3M	Buy	+138,428	New	+$12.1M	0.66%	45

Other funds holding ANET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

ODDO BHF Asset Management's ANET Position: Q2 2026 in Review

ODDO BHF Asset Management reduced its Arista Networks (ANET) stake by 49% in Q2 2026, selling an estimated $20.8M and leaving 140,151 shares worth $23.8M. The position accounts for 1.1% of the portfolio, ranked #24.

ODDO BHF Asset Management first reported a position in ANET in Q3 2024 and has held it in 8 quarters since. The position peaked at $45.5M in Q3 2025. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

ODDO BHF Asset Management held 140,151 shares of Arista Networks worth $23.8M as of Q2 2026.
ODDO BHF Asset Management sold 132,202 Arista Networks shares in Q2 2026, an estimated $20.8M.
Arista Networks made up 1.1% of ODDO BHF Asset Management's portfolio in Q2 2026, its #24 holding.
ODDO BHF Asset Management first reported a position in Arista Networks in Q3 2024 and has held it in 8 quarters since.
ODDO BHF Asset Management's Arista Networks position peaked at $45.5M in Q3 2025.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on ODDO BHF Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.