Rational Advisors’s Arista Networks ANET Stock Holding History

Rational Advisors’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	$790K	Sell	4,650 -1,014	-18%	-$159K	0.07%	101
2026 Q1	$695K	Buy	+5,664	New	+$758K	0.07%	98
2024 Q2	–	Sell	-11,600	Closed	-$841K	–	194
2024 Q1	$841K	Buy	+11,600	New	+$782K	0.08%	84
2023 Q2	–	Sell	-44,572	Closed	-$1.87M	–	274
2023 Q1	$1.87M	Buy	+44,572	New	+$1.53M	0.15%	61
2020 Q4	–	Sell	-160	Closed	-$2K	–	224
2020 Q3	$2K	Buy	+160	New	+$2.2K	﹤0.01%	456
2019 Q3	–	Sell	-3,200	Closed	-$52K	–	561
2019 Q2	$52K	Buy	+3,200	New	+$55.4K	0.02%	338
2018 Q4	–	Sell	-17,600	Closed	-$292K	–	519
2018 Q3	$292K	Buy	+17,600	New	+$300K	0.07%	180

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

Rational Advisors's ANET Position: Q2 2026 in Review

Rational Advisors reduced its Arista Networks (ANET) stake by 18% in Q2 2026, selling an estimated $159K and leaving 4,650 shares worth $790K. The position accounts for 0.07% of the portfolio, ranked #101.

Rational Advisors first reported a position in ANET in Q3 2018 and has held it in 7 quarters since. The position peaked at $1.87M in Q1 2023. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Rational Advisors held 4,650 shares of Arista Networks worth $790K as of Q2 2026.
Rational Advisors sold 1,014 Arista Networks shares in Q2 2026, an estimated $159K.
Arista Networks made up 0.07% of Rational Advisors's portfolio in Q2 2026, its #101 holding.
Rational Advisors first reported a position in Arista Networks in Q3 2018 and has held it in 7 quarters since.
Rational Advisors's Arista Networks position peaked at $1.87M in Q1 2023.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.