Taylor Hoffman Capital Management’s Arista Networks ANET Stock Holding History

Taylor Hoffman Capital 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	$16M	Sell	130,533 -4,436	-3%	-$593K	4.94%	3
2025 Q4	$17.7M	Sell	134,969 -2,261	-2%	-$311K	5.37%	2
2025 Q3	$20M	Sell	137,230 -2,405	-2%	-$310K	6.3%	2
2025 Q2	$14.3M	Buy	139,635 +884	+0.6%	+$76.5K	4.88%	3
2025 Q1	$10.9M	Sell	138,751 -1,899	-1%	-$193K	4.04%	3
2024 Q4	$15.5M	Sell	140,650 -2,534	-2%	-$261K	5.65%	2
2024 Q3	$13.8M	Buy	+143,184	New	+$12.5M	5.3%	2

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

Taylor Hoffman Capital Management's ANET Position: Q1 2026 in Review

Taylor Hoffman Capital Management reduced its Arista Networks (ANET) stake by 3.3% in Q1 2026, selling an estimated $593K and leaving 130,533 shares worth $16M. The position accounts for 4.94% of the portfolio, ranked #3.

Taylor Hoffman Capital Management first reported a position in ANET in Q3 2024 and has held it in 7 quarters since. The position peaked at $20M in Q3 2025. 2,028 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Taylor Hoffman Capital Management held 130,533 shares of Arista Networks worth $16M as of Q1 2026.
Taylor Hoffman Capital Management sold 4,436 Arista Networks shares in Q1 2026, an estimated $593K.
Arista Networks made up 4.94% of Taylor Hoffman Capital Management's portfolio in Q1 2026, its #3 holding.
Taylor Hoffman Capital Management first reported a position in Arista Networks in Q3 2024 and has held it in 7 quarters since.
Taylor Hoffman Capital Management's Arista Networks position peaked at $20M in Q3 2025.
2,028 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q1 2026, filed 13 May 2026.