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Whalen Wealth Management’s Arista Networks ANET Stock Holding History

Whalen Wealth 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
Q3 		$601K Buy
+2,950
New +$555K 0.26% 92
2025
Q3 		– Sell
-9,410
Closed -$963K – 182
2025
Q2 		$963K Buy
+9,410
New +$814K 0.6% 53

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Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Whalen Wealth Management's ANET Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in Arista Networks (ANET) in Q3 2026: 2,950 shares worth $601K. The stake represents 0.26% of the portfolio and ranks #92 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in ANET as recently as Q2 2025.

Whalen Wealth Management first reported a position in ANET in Q2 2025 and has held it in 2 quarters since. The position peaked at $963K in Q2 2025. 346 funds tracked by Wall St. Rank hold ANET as of Q3 2026.

  • Whalen Wealth Management held 2,950 shares of Arista Networks worth $601K as of Q3 2026.
  • Arista Networks was a new Whalen Wealth Management position in Q3 2026.
  • Arista Networks made up 0.26% of Whalen Wealth Management's portfolio in Q3 2026, its #92 holding.
  • Whalen Wealth Management first reported a position in Arista Networks in Q2 2025 and has held it in 2 quarters since.
  • Whalen Wealth Management's Arista Networks position peaked at $963K in Q2 2025.
  • 346 funds tracked by Wall St. Rank held Arista Networks as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.