Smith, Moore & Co’s Arista Networks ANET Stock Holding History

Smith, Moore & Co’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	$476K	Buy	3,875 +485	+14%	+$64.9K	0.03%	343
2025 Q4	$444K	Sell	3,390 -67	-2%	-$9.22K	0.03%	339
2025 Q3	$504K	Buy	3,457 +146	+4%	+$18.8K	0.04%	306
2025 Q2	$339K	Buy	+3,311	New	+$286K	0.03%	373
2025 Q1	–	Sell	-2,932	Closed	-$324K	–	481
2024 Q4	$324K	Hold	2,932	–	–	0.03%	359
2024 Q3	$281K	Sell	2,932 -208	-7%	-$18.1K	0.03%	368
2024 Q2	$275K	Buy	3,140 +296	+10%	+$22K	0.03%	366
2024 Q1	$206K	Buy	+2,844	New	+$192K	0.02%	408

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, Moore & Co's ANET Position: Q1 2026 in Review

Smith, Moore & Co increased its Arista Networks (ANET) stake by 14% in Q1 2026, buying an estimated $64.9K and bringing the position to 3,875 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #343.

Smith, Moore & Co first reported a position in ANET in Q1 2024 and has held it in 8 quarters since. The position peaked at $504K in Q3 2025. 2,028 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Smith, Moore & Co held 3,875 shares of Arista Networks worth $476K as of Q1 2026.
Smith, Moore & Co bought 485 Arista Networks shares in Q1 2026, an estimated $64.9K.
Arista Networks made up 0.03% of Smith, Moore & Co's portfolio in Q1 2026, its #343 holding.
Smith, Moore & Co first reported a position in Arista Networks in Q1 2024 and has held it in 8 quarters since.
Smith, Moore & Co's Arista Networks position peaked at $504K in Q3 2025.
2,028 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.