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 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 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

Smith Group Asset Management's ANET Position: Q1 2026 in Review

Smith Group Asset Management increased its Arista Networks (ANET) stake by 6.6% in Q1 2026, buying an estimated $3.34M and bringing the position to 404,287 shares worth $49.6M. The position accounts for 2.53% of the portfolio, ranked #13.

Smith Group Asset Management first reported a position in ANET in Q2 2016 and has held it in 24 quarters since. The position peaked at $69.1M in Q1 2019. 2,028 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Smith Group Asset Management held 404,287 shares of Arista Networks worth $49.6M as of Q1 2026.
Smith Group Asset Management bought 24,967 Arista Networks shares in Q1 2026, an estimated $3.34M.
Arista Networks made up 2.53% of Smith Group Asset Management's portfolio in Q1 2026, its #13 holding.
Smith Group Asset Management first reported a position in Arista Networks in Q2 2016 and has held it in 24 quarters since.
Smith Group Asset Management's Arista Networks position peaked at $69.1M in Q1 2019.
2,028 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.