Thompson Siegel & Walmsley’s Arista Networks ANET Stock Holding History

Thompson Siegel & Walmsley’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	$13.8M	Buy	81,316 +14,000	+21%	+$2.2M	0.25%	106
2026 Q1	$8.27M	Sell	67,316 -123	-0.2%	-$16.5K	0.14%	156
2025 Q4	$8.84M	Hold	67,439	–	–	0.15%	150
2025 Q3	$9.83M	Sell	67,439 -200	-0.3%	-$25.8K	0.16%	137
2025 Q2	$6.92M	Buy	+67,639	New	+$5.85M	0.12%	167
2024 Q4	–	Sell	-4,768	Closed	-$458K	–	386
2024 Q3	$458K	Buy	+4,768	New	+$415K	0.01%	326
2023 Q3	–	Sell	-4,000	Closed	-$162K	–	538
2023 Q2	$162K	Buy	+4,000	New	+$155K	﹤0.01%	366
2021 Q1	–	Sell	-224	Closed	-$3K	–	747
2020 Q4	$3K	Sell	224 -992	-82%	-$15.7K	﹤0.01%	643
2020 Q3	$16K	Sell	1,216 -1,811,520	-100%	-$24.9M	﹤0.01%	535
2020 Q2	$23.8M	Buy	1,812,736 +105,936	+6%	+$1.43M	0.48%	65
2020 Q1	$21.6M	Buy	+1,706,800	New	+$22.2M	0.51%	63

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

Thompson Siegel & Walmsley's ANET Position: Q2 2026 in Review

Thompson Siegel & Walmsley increased its Arista Networks (ANET) stake by 21% in Q2 2026, buying an estimated $2.2M and bringing the position to 81,316 shares worth $13.8M. The position accounts for 0.25% of the portfolio, ranked #106.

Thompson Siegel & Walmsley first reported a position in ANET in Q1 2020 and has held it in 11 quarters since. The position peaked at $23.8M in Q2 2020. 2,257 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Thompson Siegel & Walmsley held 81,316 shares of Arista Networks worth $13.8M as of Q2 2026.
Thompson Siegel & Walmsley bought 14,000 Arista Networks shares in Q2 2026, an estimated $2.2M.
Arista Networks made up 0.25% of Thompson Siegel & Walmsley's portfolio in Q2 2026, its #106 holding.
Thompson Siegel & Walmsley first reported a position in Arista Networks in Q1 2020 and has held it in 11 quarters since.
Thompson Siegel & Walmsley's Arista Networks position peaked at $23.8M in Q2 2020.
2,257 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Thompson Siegel & Walmsley's 13F filing for Q2 2026, filed 11 Aug 2026.