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BDFS Capital’s Arista Networks ANET Stock Holding History

BDFS 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 		$712K Sell
4,192
-221
-5% -$34.7K 0.31% 60
2026
Q1 		$542K Buy
4,413
+45
+1% +$6.02K 0.26% 73
2025
Q4 		$572K Buy
+4,368
New +$601K 0.29% 64

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

BDFS Capital's ANET Position: Q2 2026 in Review

BDFS Capital reduced its Arista Networks (ANET) stake by 5% in Q2 2026, selling an estimated $34.7K and leaving 4,192 shares worth $712K. The position accounts for 0.31% of the portfolio, ranked #60.

BDFS Capital first reported a position in ANET in Q4 2025 and has held it in 3 quarters since. 2,244 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • BDFS Capital held 4,192 shares of Arista Networks worth $712K as of Q2 2026.
  • BDFS Capital sold 221 Arista Networks shares in Q2 2026, an estimated $34.7K.
  • Arista Networks made up 0.31% of BDFS Capital's portfolio in Q2 2026, its #60 holding.
  • BDFS Capital first reported a position in Arista Networks in Q4 2025 and has held it in 3 quarters since.
  • 2,244 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on BDFS Capital's 13F filing for Q2 2026, filed 15 Jul 2026.