Sienna Gestion’s Arista Networks ANET Stock Holding History

Sienna Gestion’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 Q1	$9.48M	Sell	81,010 -49,522	-38%	-$6.62M	0.62%	63
2025 Q4	$17.2M	Buy	130,532 +3,043	+2%	+$419K	1.02%	21
2025 Q3	$16.9M	Buy	127,489 +67,084	+111%	+$8.64M	1.18%	16
2025 Q2	$5.64M	Hold	60,405	–	–	0.39%	92
2025 Q1	$4.55M	Sell	60,405 -3,375	-5%	-$342K	0.37%	104
2024 Q4	$7.05M	Sell	63,780 -24,400	-28%	-$2.51M	0.48%	75
2024 Q3	$8.44M	Buy	88,180 +17,544	+25%	+$1.53M	0.56%	66
2024 Q2	$6.19M	Buy	+70,636	New	+$5.25M	0.55%	71

Other funds holding ANET

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Sienna Gestion's ANET Position: Q1 2026 in Review

Sienna Gestion reduced its Arista Networks (ANET) stake by 38% in Q1 2026, selling an estimated $6.62M and leaving 81,010 shares worth $9.48M. The position accounts for 0.62% of the portfolio, ranked #63.

Sienna Gestion first reported a position in ANET in Q2 2024 and has held it in 8 quarters since. The position peaked at $17.2M in Q4 2025. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Sienna Gestion held 81,010 shares of Arista Networks worth $9.48M as of Q1 2026.
Sienna Gestion sold 49,522 Arista Networks shares in Q1 2026, an estimated $6.62M.
Arista Networks made up 0.62% of Sienna Gestion's portfolio in Q1 2026, its #63 holding.
Sienna Gestion first reported a position in Arista Networks in Q2 2024 and has held it in 8 quarters since.
Sienna Gestion's Arista Networks position peaked at $17.2M in Q4 2025.
2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Sienna Gestion's 13F filing for Q1 2026, filed 15 May 2026.