AXQ Capital’s Arista Networks ANET Stock Holding History

AXQ Capital’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	$541K	Sell	3,183 -2,148	-40%	-$337K	0.06%	463
2026 Q1	$655K	Sell	5,331 -11,671	-69%	-$1.56M	0.08%	344
2025 Q4	$2.23M	Buy	17,002 +4,055	+31%	+$558K	0.5%	19
2025 Q3	$1.89M	Buy	12,947 +9,305	+255%	+$1.2M	0.72%	2
2025 Q2	$373K	Sell	3,642 -13,554	-79%	-$1.17M	0.12%	294
2025 Q1	$1.33M	Buy	17,196 +9,190	+115%	+$932K	0.53%	30
2024 Q4	$885K	Sell	8,006 -5,570	-41%	-$573K	0.4%	78
2024 Q3	$1.3M	Buy	13,576 +7,184	+112%	+$626K	0.39%	73
2024 Q2	$560K	Sell	6,392 -10,408	-62%	-$774K	0.13%	285
2024 Q1	$1.22M	Hold	16,800	–	–	0.29%	103
2023 Q4	$989K	Sell	16,800 -400	-2%	-$21K	0.26%	124
2023 Q3	$791K	Buy	+17,200	New	+$766K	0.28%	126
2023 Q2	–	Sell	-32,408	Closed	-$1.36M	–	283
2023 Q1	$1.36M	Buy	+32,408	New	+$1.11M	0.54%	34

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

AXQ Capital's ANET Position: Q2 2026 in Review

AXQ Capital reduced its Arista Networks (ANET) stake by 40% in Q2 2026, selling an estimated $337K and leaving 3,183 shares worth $541K. The position accounts for 0.06% of the portfolio, ranked #463.

AXQ Capital first reported a position in ANET in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.23M in Q4 2025. 2,260 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

AXQ Capital held 3,183 shares of Arista Networks worth $541K as of Q2 2026.
AXQ Capital sold 2,148 Arista Networks shares in Q2 2026, an estimated $337K.
Arista Networks made up 0.06% of AXQ Capital's portfolio in Q2 2026, its #463 holding.
AXQ Capital first reported a position in Arista Networks in Q1 2023 and has held it in 13 quarters since.
AXQ Capital's Arista Networks position peaked at $2.23M in Q4 2025.
2,260 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on AXQ Capital's 13F filing for Q2 2026, filed 6 Aug 2026.