Winslow Capital Management
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Winslow Capital Management’s Arista Networks ANET Stock Holding History

Winslow 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
Q2 		$592M Buy
3,484,991
+1,419,679
+69% +$223M 2.04% 14
2026
Q1 		$254M Buy
2,065,312
+168,784
+9% +$22.6M 0.99% 34
2025
Q4 		$249M Buy
1,896,528
+273,125
+17% +$37.6M 0.83% 37
2025
Q3 		$237M Buy
+1,623,403
New +$209M 0.78% 34
2025
Q2 		– Sell
-176,165
Closed -$13.6M – 64
2025
Q1 		$13.6M Sell
176,165
-9,940
-5% -$1.01M 0.05% 50
2024
Q4 		$20.6M Buy
186,105
+27,345
+17% +$2.81M 0.07% 47
2024
Q3 		$15.2M Buy
+158,760
New +$13.8M 0.05% 47

Other funds holding ANET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Winslow Capital Management's ANET Position: Q2 2026 in Review

Winslow Capital Management increased its Arista Networks (ANET) stake by 69% in Q2 2026, buying an estimated $223M and bringing the position to 3,484,991 shares worth $592M. The position accounts for 2.04% of the portfolio, ranked #14.

Winslow Capital Management first reported a position in ANET in Q3 2024 and has held it in 7 quarters since. 2,248 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Winslow Capital Management held 3,484,991 shares of Arista Networks worth $592M as of Q2 2026.
  • Winslow Capital Management bought 1,419,679 Arista Networks shares in Q2 2026, an estimated $223M.
  • Arista Networks made up 2.04% of Winslow Capital Management's portfolio in Q2 2026, its #14 holding.
  • Winslow Capital Management first reported a position in Arista Networks in Q3 2024 and has held it in 7 quarters since.
  • 2,248 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Winslow Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.