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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
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

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

Breakwater Capital Group's ANET Position: Q2 2026 in Review

Breakwater Capital Group reduced its Arista Networks (ANET) stake by 1.9% in Q2 2026, selling an estimated $14.3K and leaving 4,609 shares worth $783K. The position accounts for 0.09% of the portfolio, ranked #197.

Breakwater Capital Group first reported a position in ANET in Q2 2024 and has held it in 8 quarters since. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Breakwater Capital Group held 4,609 shares of Arista Networks worth $783K as of Q2 2026.
  • Breakwater Capital Group sold 91 Arista Networks shares in Q2 2026, an estimated $14.3K.
  • Arista Networks made up 0.09% of Breakwater Capital Group's portfolio in Q2 2026, its #197 holding.
  • Breakwater Capital Group first reported a position in Arista Networks in Q2 2024 and has held it in 8 quarters since.
  • 2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Breakwater Capital Group's 13F filing for Q2 2026, filed 8 Jul 2026.