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Talos Asset Management’s Arista Networks ANET Stock Holding History

Talos 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 		– Sell
-722,600
Closed -$94.7M – 26
2025
Q4 		$94.7M Buy
722,600
+139,000
+24% +$19.1M 16.76% 1
2025
Q3 		$85M Buy
583,600
+168,000
+40% +$21.6M 16.37% 1
2025
Q2 		$42.5M Buy
+415,600
New +$36M 10.19% 2
2025
Q1 		– Sell
-168,700
Closed -$18.6M – 18
2024
Q4 		$18.6M Buy
+168,700
New +$17.3M 4.4% 8

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Talos Asset Management's ANET Position: Q1 2026 in Review

Talos Asset Management sold out of Arista Networks (ANET) in Q1 2026, closing a stake of 722,600 shares — an estimated $94.7M sold.

Talos Asset Management first reported a position in ANET in Q4 2024 and held it in 4 quarters. The position peaked at $94.7M in Q4 2025. 2,041 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Talos Asset Management reported no remaining Arista Networks position as of Q1 2026 after selling out during the quarter.
  • Talos Asset Management sold 722,600 Arista Networks shares in Q1 2026, an estimated $94.7M.
  • Talos Asset Management first reported a position in Arista Networks in Q4 2024 and held it in 4 quarters.
  • Talos Asset Management's Arista Networks position peaked at $94.7M in Q4 2025.
  • 2,041 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Talos Asset Management's 13F filing for Q1 2026, filed 14 May 2026.