Waypoint Wealth Counsel’s Arista Networks ANET Stock Holding History

Waypoint Wealth Counsel’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	$594K	Sell	4,835 -1,113	-19%	-$149K	0.31%	64
2025 Q4	$779K	Buy	5,948 +449	+8%	+$61.8K	0.29%	64
2025 Q3	$801K	Buy	5,499 +185	+3%	+$23.8K	0.32%	50
2025 Q2	$544K	Buy	5,314 +1,907	+56%	+$165K	0.27%	58
2025 Q1	$264K	Buy	+3,407	New	+$345K	0.17%	84

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

Waypoint Wealth Counsel's ANET Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Arista Networks (ANET) stake by 19% in Q1 2026, selling an estimated $149K and leaving 4,835 shares worth $594K. The position accounts for 0.31% of the portfolio, ranked #64.

Waypoint Wealth Counsel first reported a position in ANET in Q1 2025 and has held it in 5 quarters since. The position peaked at $801K in Q3 2025. 2,028 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Waypoint Wealth Counsel held 4,835 shares of Arista Networks worth $594K as of Q1 2026.
Waypoint Wealth Counsel sold 1,113 Arista Networks shares in Q1 2026, an estimated $149K.
Arista Networks made up 0.31% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #64 holding.
Waypoint Wealth Counsel first reported a position in Arista Networks in Q1 2025 and has held it in 5 quarters since.
Waypoint Wealth Counsel's Arista Networks position peaked at $801K in Q3 2025.
2,028 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.