Avalon Capital Management’s Arista Networks ANET Stock Holding History

Avalon 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	$1.55M	Buy	9,100 +1,371	+18%	+$215K	0.37%	46
2026 Q1	$949K	Sell	7,729 -948	-11%	-$127K	0.27%	55
2025 Q4	$1.14M	Hold	8,677	–	–	0.27%	57
2025 Q3	$1.26M	Sell	8,677 -575	-6%	-$74K	0.31%	54
2025 Q2	$947K	Hold	9,252	–	–	0.25%	65
2025 Q1	$717K	Sell	9,252 -720	-7%	-$73K	0.21%	68
2024 Q4	$1.1M	Buy	9,972 +1,600	+19%	+$165K	0.36%	53
2024 Q3	$803K	Buy	8,372 +28	+0.3%	+$2.44K	0.24%	62
2024 Q2	$731K	Hold	8,344	–	–	0.23%	58
2024 Q1	$605K	Hold	8,344	–	–	0.25%	46
2023 Q4	$491K	Buy	+8,344	New	+$438K	0.21%	53

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

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

Avalon Capital Management increased its Arista Networks (ANET) stake by 18% in Q2 2026, buying an estimated $215K and bringing the position to 9,100 shares worth $1.55M. The position accounts for 0.37% of the portfolio, ranked #46.

Avalon Capital Management first reported a position in ANET in Q4 2023 and has held it in 11 quarters since. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Avalon Capital Management held 9,100 shares of Arista Networks worth $1.55M as of Q2 2026.
Avalon Capital Management bought 1,371 Arista Networks shares in Q2 2026, an estimated $215K.
Arista Networks made up 0.37% of Avalon Capital Management's portfolio in Q2 2026, its #46 holding.
Avalon Capital Management first reported a position in Arista Networks in Q4 2023 and has held it in 11 quarters since.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.