RNC Capital Management’s Arista Networks ANET Stock Holding History

RNC 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
2025 Q4	$635K	Hold	4,844	–	–	0.03%	121
2025 Q3	$706K	Hold	4,844	–	–	0.03%	111
2025 Q2	$496K	Hold	4,844	–	–	0.02%	133
2025 Q1	$375K	Sell	4,844 -523	-10%	-$53K	0.02%	135
2024 Q4	$593K	Buy	5,367 +515	+11%	+$53K	0.03%	107
2024 Q3	$425K	Hold	4,852	–	–	0.02%	118
2024 Q2	$425K	Buy	4,852 +52	+1%	+$3.87K	0.02%	118
2024 Q1	$348K	Hold	4,800	–	–	0.02%	126
2023 Q4	$283K	Hold	4,800	–	–	0.02%	132
2023 Q3	$221K	Buy	+4,800	New	+$214K	0.01%	141
2023 Q2	–	Sell	-4,800	Closed	-$201K	–	186
2023 Q1	$201K	Buy	+4,800	New	+$165K	0.01%	179
2022 Q2	–	Sell	-7,120	Closed	-$247K	–	185
2022 Q1	$247K	Buy	7,120 +720	+11%	+$22.8K	0.01%	169
2021 Q4	$230K	Buy	+6,400	New	+$191K	0.01%	178

Other funds holding ANET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

RNC Capital Management's ANET Position: Q4 2025 in Review

RNC Capital Management held its Arista Networks (ANET) position steady in Q4 2025 at 4,844 shares worth $635K. The position accounts for 0.03% of the portfolio, ranked #121.

RNC Capital Management first reported a position in ANET in Q4 2021 and has held it in 13 quarters since. The position peaked at $706K in Q3 2025. 1,992 funds tracked by Wall St. Rank hold ANET as of Q4 2025.

RNC Capital Management held 4,844 shares of Arista Networks worth $635K as of Q4 2025.
RNC Capital Management left its Arista Networks share count unchanged in Q4 2025.
Arista Networks made up 0.03% of RNC Capital Management's portfolio in Q4 2025, its #121 holding.
RNC Capital Management first reported a position in Arista Networks in Q4 2021 and has held it in 13 quarters since.
RNC Capital Management's Arista Networks position peaked at $706K in Q3 2025.
1,992 funds tracked by Wall St. Rank held Arista Networks as of Q4 2025.

Based on RNC Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.