OP Asset Management’s Arista Networks ANET Stock Holding History

OP 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	$28.4M	Sell	167,162 -143,140	-46%	-$22.5M	0.3%	55
2026 Q1	$38.1M	Buy	310,302 +157,698	+103%	+$21.1M	0.33%	43
2025 Q4	$20M	Buy	152,604 +36,439	+31%	+$5.02M	0.24%	71
2025 Q3	$16.9M	Buy	116,165 +2,103	+2%	+$271K	0.22%	77
2025 Q2	$11.7M	Buy	114,062 +1,995	+2%	+$173K	0.17%	101
2025 Q1	$8.68M	Buy	+112,067	New	+$11.4M	0.15%	121

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 $3.38T AUM 44.17% 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

OP Asset Management's ANET Position: Q2 2026 in Review

OP Asset Management reduced its Arista Networks (ANET) stake by 46% in Q2 2026, selling an estimated $22.5M and leaving 167,162 shares worth $28.4M. The position accounts for 0.3% of the portfolio, ranked #55.

OP Asset Management first reported a position in ANET in Q1 2025 and has held it in 6 quarters since. The position peaked at $38.1M in Q1 2026. 2,269 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

OP Asset Management held 167,162 shares of Arista Networks worth $28.4M as of Q2 2026.
OP Asset Management sold 143,140 Arista Networks shares in Q2 2026, an estimated $22.5M.
Arista Networks made up 0.3% of OP Asset Management's portfolio in Q2 2026, its #55 holding.
OP Asset Management first reported a position in Arista Networks in Q1 2025 and has held it in 6 quarters since.
OP Asset Management's Arista Networks position peaked at $38.1M in Q1 2026.
2,269 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.