Arlington Capital Management’s Arista Networks ANET Stock Holding History

Arlington 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	$530K	Hold	3,119	–	–	0.33%	53
2026 Q1	$383K	Sell	3,119 -268	-8%	-$35.9K	0.22%	66
2025 Q4	$444K	Sell	3,387 -168	-5%	-$23.1K	0.27%	58
2025 Q3	$518K	Sell	3,555 -200	-5%	-$25.8K	0.33%	52
2025 Q2	$384K	Sell	3,755 -13,389	-78%	-$1.16M	0.33%	58
2025 Q1	$1.33M	Sell	17,144 -11,302	-40%	-$1.15M	1.01%	19
2024 Q4	$3.14M	Buy	28,446 +6	+0%	+$617	2.17%	11
2024 Q3	$2.73M	Sell	28,440 -224	-0.8%	-$19.5K	2.25%	11
2024 Q2	$2.51M	Buy	28,664 +368	+1%	+$27.4K	2.18%	10
2024 Q1	$2.05M	Buy	28,296 +14,216	+101%	+$959K	1.71%	19
2023 Q4	$829K	Buy	+14,080	New	+$740K	0.75%	40

Other funds holding ANET

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Arlington Capital Management held its Arista Networks (ANET) position steady in Q2 2026 at 3,119 shares worth $530K. The position accounts for 0.33% of the portfolio, ranked #53.

Arlington Capital Management first reported a position in ANET in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.14M in Q4 2024. 1,195 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Arlington Capital Management held 3,119 shares of Arista Networks worth $530K as of Q2 2026.
Arlington Capital Management left its Arista Networks share count unchanged in Q2 2026.
Arista Networks made up 0.33% of Arlington Capital Management's portfolio in Q2 2026, its #53 holding.
Arlington Capital Management first reported a position in Arista Networks in Q4 2023 and has held it in 11 quarters since.
Arlington Capital Management's Arista Networks position peaked at $3.14M in Q4 2024.
1,195 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Arlington Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.