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Smith Group Asset Management’s Arista Networks ANET Stock Holding History

Smith Group 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 		$73.9M Buy
434,849
+30,562
+8% +$4.8M 3.01% 9
2026
Q1 		$49.6M Buy
404,287
+24,967
+7% +$3.34M 2.53% 13
2025
Q4 		$49.7M Buy
379,320
+8,612
+2% +$1.19M 2.64% 13
2025
Q3 		$54M Buy
370,708
+8,583
+2% +$1.11M 3.1% 8
2025
Q2 		$37M Buy
362,125
+7,632
+2% +$660K 2.43% 14
2025
Q1 		$27.5M Buy
354,493
+58,297
+20% +$5.91M 2.06% 19
2024
Q4 		$32.7M Buy
296,196
+37,584
+15% +$3.87M 2.41% 12
2024
Q3 		$24.8M Buy
258,612
+237,844
+1,145% +$20.7M 2.06% 19
2024
Q2 		$1.82M Sell
20,768
-74,956
-78% -$5.57M 0.16% 48
2024
Q1 		$6.94M Sell
95,724
-29,360
-23% -$1.98M 0.4% 68
2023
Q4 		$7.36M Buy
+125,084
New +$6.57M 0.43% 73
2022
Q1 		$853K Buy
+24,560
New +$776K 0.05% 97
2019
Q3 		– Sell
-105,888
Closed -$1.72M – 381
2019
Q2 		$1.72M Sell
105,888
-3,407,088
-97% -$59M 0.06% 105
2019
Q1 		$69.1M Buy
3,512,976
+344,352
+11% +$5.46M 2.24% 12
2018
Q4 		$41.7M Sell
3,168,624
-62,784
-2% -$902K 1.47% 17
2018
Q3 		$53.5M Sell
3,231,408
-207,280
-6% -$3.53M 1.52% 16
2018
Q2 		$55.4M Buy
3,438,688
+54,416
+2% +$889K 1.6% 14
2018
Q1 		$54.6M Buy
3,384,272
+522,112
+18% +$8.8M 1.8% 14
2017
Q4 		$42.2M Sell
2,862,160
-174,752
-6% -$2.34M 1.32% 19
2017
Q3 		$36M Sell
3,036,912
-1,032,016
-25% -$10.8M 1.2% 19
2017
Q2 		$38.1M Sell
4,068,928
-897,728
-18% -$8.13M 1.17% 26
2017
Q1 		$41.1M Sell
4,966,656
-148,864
-3% -$1.03M 1.19% 27
2016
Q4 		$31.4M Sell
5,115,520
-222,672
-4% -$1.25M 0.92% 39
2016
Q3 		$28.3M Buy
5,338,192
+5,058,768
+1,810% +$24.1M 0.83% 44
2016
Q2 		$1.12M Buy
+279,424
New +$1.19M 0.03% 161

Other funds holding ANET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Smith Group Asset Management's ANET Position: Q2 2026 in Review

Smith Group Asset Management increased its Arista Networks (ANET) stake by 7.6% in Q2 2026, buying an estimated $4.8M and bringing the position to 434,849 shares worth $73.9M. The position accounts for 3.01% of the portfolio, ranked #9.

Smith Group Asset Management first reported a position in ANET in Q2 2016 and has held it in 25 quarters since. 2,260 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Smith Group Asset Management held 434,849 shares of Arista Networks worth $73.9M as of Q2 2026.
  • Smith Group Asset Management bought 30,562 Arista Networks shares in Q2 2026, an estimated $4.8M.
  • Arista Networks made up 3.01% of Smith Group Asset Management's portfolio in Q2 2026, its #9 holding.
  • Smith Group Asset Management first reported a position in Arista Networks in Q2 2016 and has held it in 25 quarters since.
  • 2,260 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Smith Group Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.