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Breakwater Capital Group’s Arista Networks ANET Stock Holding History

Breakwater Capital Group’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
Q3 		$1.03M Buy
5,046
+437
+9% +$82.3K 0.12% 167
2026
Q2 		$783K Sell
4,609
-91
-2% -$14.3K 0.09% 197
2026
Q1 		$577K Buy
4,700
+87
+2% +$11.6K 0.08% 223
2025
Q4 		$604K Sell
4,613
-23
-0.5% -$3.17K 0.08% 205
2025
Q3 		$676K Sell
4,636
-20
-0.4% -$2.58K 0.1% 190
2025
Q2 		$476K Sell
4,656
-125
-3% -$10.8K 0.08% 221
2025
Q1 		$370K Buy
+4,781
New +$485K 0.07% 239
2024
Q4 		– Sell
-3,656
Closed -$351K – 287
2024
Q3 		$351K Buy
3,656
+188
+5% +$16.4K 0.07% 215
2024
Q2 		$304K Buy
+3,468
New +$258K 0.07% 219

Other funds holding ANET

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Breakwater Capital Group's ANET Position: Q3 2026 in Review

Breakwater Capital Group increased its Arista Networks (ANET) stake by 9.5% in Q3 2026, buying an estimated $82.3K and bringing the position to 5,046 shares worth $1.03M. The position accounts for 0.12% of the portfolio, ranked #167.

Breakwater Capital Group first reported a position in ANET in Q2 2024 and has held it in 9 quarters since. 115 funds tracked by Wall St. Rank hold ANET as of Q3 2026.

  • Breakwater Capital Group held 5,046 shares of Arista Networks worth $1.03M as of Q3 2026.
  • Breakwater Capital Group bought 437 Arista Networks shares in Q3 2026, an estimated $82.3K.
  • Arista Networks made up 0.12% of Breakwater Capital Group's portfolio in Q3 2026, its #167 holding.
  • Breakwater Capital Group first reported a position in Arista Networks in Q2 2024 and has held it in 9 quarters since.
  • 115 funds tracked by Wall St. Rank held Arista Networks as of Q3 2026.

Based on Breakwater Capital Group's 13F filing for Q3 2026, filed 9 Oct 2026.