Stephenson & Company’s Arista Networks ANET Stock Holding History

Stephenson & Company’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	$575K	Sell	3,386 -307	-8%	-$48.2K	0.27%	23
2026 Q1	$453K	Buy	3,693 +7	+0.2%	+$936	0.25%	22
2025 Q4	$483K	Hold	3,686	–	–	0.27%	21
2025 Q3	$537K	Buy	3,686 +86	+2%	+$11.1K	0.31%	21
2025 Q2	$368K	Hold	3,600	–	–	0.22%	21
2025 Q1	$279K	Hold	3,600	–	–	0.18%	28
2024 Q4	$398K	Hold	3,600	–	–	0.27%	21
2024 Q3	$345K	Hold	3,600	–	–	0.23%	23
2024 Q2	$315K	Hold	3,600	–	–	0.23%	24
2024 Q1	$261K	Hold	3,600	–	–	0.19%	31
2023 Q4	$212K	Buy	+3,600	New	+$189K	0.18%	33

Other funds holding ANET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Stephenson & Company's ANET Position: Q2 2026 in Review

Stephenson & Company reduced its Arista Networks (ANET) stake by 8.3% in Q2 2026, selling an estimated $48.2K and leaving 3,386 shares worth $575K. The position accounts for 0.27% of the portfolio, ranked #23.

Stephenson & Company first reported a position in ANET in Q4 2023 and has held it in 11 quarters since. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Stephenson & Company held 3,386 shares of Arista Networks worth $575K as of Q2 2026.
Stephenson & Company sold 307 Arista Networks shares in Q2 2026, an estimated $48.2K.
Arista Networks made up 0.27% of Stephenson & Company's portfolio in Q2 2026, its #23 holding.
Stephenson & Company first reported a position in Arista Networks in Q4 2023 and has held it in 11 quarters since.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Stephenson & Company's 13F filing for Q2 2026, filed 28 Jul 2026.