Sagewood Asset Management’s Arista Networks ANET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.4M Buy
19,985
+1,330
+7% +$209K 0.77% 21
2026
Q1
$2.29M Buy
18,655
+244
+1% +$32.6K 0.72% 24
2025
Q4
$2.41M Buy
+18,411
New +$2.53M 0.86% 24

Other funds holding ANET

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

Sagewood Asset Management increased its Arista Networks (ANET) stake by 7.1% in Q2 2026, buying an estimated $209K and bringing the position to 19,985 shares worth $3.4M. The position accounts for 0.77% of the portfolio, ranked #21.

Sagewood Asset Management first reported a position in ANET in Q4 2025 and has held it in 3 quarters since. 2,251 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Sagewood Asset Management held 19,985 shares of Arista Networks worth $3.4M as of Q2 2026.
  • Sagewood Asset Management bought 1,330 Arista Networks shares in Q2 2026, an estimated $209K.
  • Arista Networks made up 0.77% of Sagewood Asset Management's portfolio in Q2 2026, its #21 holding.
  • Sagewood Asset Management first reported a position in Arista Networks in Q4 2025 and has held it in 3 quarters since.
  • 2,251 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.