TOBAM’s Arista Networks ANET Stock Holding History

TOBAM’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	$1.02M	Sell	6,031 -3,033	-33%	-$476K	0.25%	97
2026 Q1	$1.11M	Sell	9,064 -13,877	-60%	-$1.86M	0.29%	79
2025 Q4	$3.01M	Buy	22,941 +74	+0.3%	+$10.2K	0.74%	43
2025 Q3	$3.33M	Sell	22,867 -1,919	-8%	-$247K	1.21%	33
2025 Q2	$2.54M	Buy	24,786 +8,494	+52%	+$735K	0.99%	42
2025 Q1	$1.26M	Sell	16,292 -11,594	-42%	-$1.18M	0.54%	59
2024 Q4	$3.08M	Sell	27,886 -57,966	-68%	-$5.96M	0.94%	41
2024 Q3	$8.24M	Sell	85,852 -54,000	-39%	-$4.7M	1.5%	23
2024 Q2	$12.3M	Sell	139,852 -146,804	-51%	-$10.9M	1.92%	18
2024 Q1	$20.8M	Sell	286,656 -66,476	-19%	-$4.48M	1.86%	22
2023 Q4	$20.8M	Sell	353,132 -64,948	-16%	-$3.41M	1.82%	22
2023 Q3	$19.2M	Buy	418,080 +353,576	+548%	+$15.8M	1.54%	26
2023 Q2	$2.61M	Buy	64,504 +58,744	+1,020%	+$2.27M	0.2%	74
2023 Q1	$242K	Hold	5,760	–	–	0.02%	190
2022 Q4	$175K	Buy	5,760 +2,780	+93%	+$85.6K	0.01%	208
2022 Q3	$84K	Sell	2,980 -1,580	-35%	-$45.6K	0.01%	300
2022 Q2	$107K	Hold	4,560	–	–	0.01%	306
2022 Q1	$158K	Buy	4,560 +1,568	+52%	+$49.5K	0.01%	258
2021 Q4	$108K	Hold	2,992	–	–	﹤0.01%	257
2021 Q3	$64K	Hold	2,992	–	–	﹤0.01%	326
2021 Q2	$68K	Hold	2,992	–	–	﹤0.01%	307
2021 Q1	$56K	Hold	2,992	–	–	﹤0.01%	319
2020 Q4	$54K	Hold	2,992	–	–	﹤0.01%	308
2020 Q3	$39K	Buy	+2,992	New	+$41.1K	﹤0.01%	323
2018 Q4	–	Sell	-74,928	Closed	-$1.25M	–	156
2018 Q3	$1.25M	Sell	74,928 -256,512	-77%	-$4.37M	0.05%	123
2018 Q2	$5.33M	Buy	331,440 +217,168	+190%	+$3.55M	0.22%	86
2018 Q1	$1.82M	Buy	+114,272	New	+$1.93M	0.07%	124

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

TOBAM's ANET Position: Q2 2026 in Review

TOBAM reduced its Arista Networks (ANET) stake by 33% in Q2 2026, selling an estimated $476K and leaving 6,031 shares worth $1.02M. The position accounts for 0.25% of the portfolio, ranked #97.

TOBAM first reported a position in ANET in Q1 2018 and has held it in 27 quarters since. The position peaked at $20.8M in Q4 2023. 2,260 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

TOBAM held 6,031 shares of Arista Networks worth $1.02M as of Q2 2026.
TOBAM sold 3,033 Arista Networks shares in Q2 2026, an estimated $476K.
Arista Networks made up 0.25% of TOBAM's portfolio in Q2 2026, its #97 holding.
TOBAM first reported a position in Arista Networks in Q1 2018 and has held it in 27 quarters since.
TOBAM's Arista Networks position peaked at $20.8M in Q4 2023.
2,260 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.