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Synergy Financial Group’s Arista Networks ANET Stock Holding History

Synergy Financial Group’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 		$3.67M Sell
21,611
-282
-1% -$44.3K 2.64% 11
2026
Q1 		$2.69M Sell
21,893
-175
-0.8% -$23.4K 2.02% 13
2025
Q4 		$2.89M Sell
22,068
-4,082
-16% -$562K 2.03% 13
2025
Q3 		$3.81M Sell
26,150
-10,072
-28% -$1.3M 2.57% 11
2025
Q2 		$3.71M Sell
36,222
-1,001
-3% -$86.6K 2.73% 12
2025
Q1 		$2.88M Sell
37,223
-822
-2% -$83.3K 2.59% 12
2024
Q4 		$4.21M Sell
38,045
-6,451
-14% -$663K 3.51% 7
2024
Q3 		$4.27M Buy
44,496
+48
+0.1% +$4.18K 4.05% 7
2024
Q2 		$3.89M Buy
44,448
+1,828
+4% +$136K 4.08% 7
2024
Q1 		$3.09M Buy
42,620
+132
+0.3% +$8.9K 3.48% 7
2023
Q4 		$2.5M Sell
42,488
-2,468
-5% -$130K 3.07% 9
2023
Q3 		$2.07M Sell
44,956
-252
-0.6% -$11.2K 2.89% 9
2023
Q2 		$1.83M Sell
45,208
-560
-1% -$21.6K 2.47% 11
2023
Q1 		$1.92M Sell
45,768
-2,200
-5% -$75.6K 3.12% 7
2022
Q4 		$1.46M Sell
47,968
-5,228
-10% -$161K 2.87% 9
2022
Q3 		$1.5M Hold
53,196
– – 2.25% 10
2022
Q2 		$1.25M Buy
53,196
+108
+0.2% +$2.96K 1.95% 12
2022
Q1 		$1.84M Buy
53,088
+4,416
+9% +$140K 1.94% 13
2021
Q4 		$1.75M Buy
+48,672
New +$1.45M 1.57% 15

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

Synergy Financial Group's ANET Position: Q2 2026 in Review

Synergy Financial Group reduced its Arista Networks (ANET) stake by 1.3% in Q2 2026, selling an estimated $44.3K and leaving 21,611 shares worth $3.67M. The position accounts for 2.64% of the portfolio, ranked #11.

Synergy Financial Group first reported a position in ANET in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.27M in Q3 2024. 2,260 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Synergy Financial Group held 21,611 shares of Arista Networks worth $3.67M as of Q2 2026.
  • Synergy Financial Group sold 282 Arista Networks shares in Q2 2026, an estimated $44.3K.
  • Arista Networks made up 2.64% of Synergy Financial Group's portfolio in Q2 2026, its #11 holding.
  • Synergy Financial Group first reported a position in Arista Networks in Q4 2021 and has held it in 19 quarters since.
  • Synergy Financial Group's Arista Networks position peaked at $4.27M in Q3 2024.
  • 2,260 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.