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Breakwater Investment Management’s Arista Networks ANET Stock Holding History

Breakwater Investment 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
Q1 		$492 Buy
+4
New +$535 ﹤0.01% 442
2025
Q4 		– Sell
-4
Closed -$583 – 505
2025
Q3 		$583 Buy
+4
New +$515 ﹤0.01% 361

Other funds holding ANET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Breakwater Investment Management's ANET Position: Q1 2026 in Review

Breakwater Investment Management opened a new position in Arista Networks (ANET) in Q1 2026: 4 shares worth $492. The stake represents ﹤0.01% of the portfolio and ranks #442 among its holdings. This is a return to the name: Breakwater Investment Management previously reported a position in ANET as recently as Q3 2025.

Breakwater Investment Management first reported a position in ANET in Q3 2025 and has held it in 2 quarters since. The position peaked at $583 in Q3 2025. 2,029 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Breakwater Investment Management held 4 shares of Arista Networks worth $492 as of Q1 2026.
  • Arista Networks was a new Breakwater Investment Management position in Q1 2026.
  • Arista Networks made up ﹤0.01% of Breakwater Investment Management's portfolio in Q1 2026, its #442 holding.
  • Breakwater Investment Management first reported a position in Arista Networks in Q3 2025 and has held it in 2 quarters since.
  • Breakwater Investment Management's Arista Networks position peaked at $583 in Q3 2025.
  • 2,029 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Breakwater Investment Management's 13F filing for Q1 2026, filed 15 May 2026.