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Capital Counsel’s Arista Networks ANET Stock Holding History

Capital Counsel’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 		$319M Sell
1,877,641
-99,185
-5% -$15.6M 12.47% 1
2026
Q1 		$243M Sell
1,976,826
-29,447
-1% -$3.94M 10.33% 2
2025
Q4 		$263M Sell
2,006,273
-102,568
-5% -$14.1M 10.04% 3
2025
Q3 		$307M Sell
2,108,841
-105,840
-5% -$13.6M 11.78% 1
2025
Q2 		$227M Sell
2,214,681
-11,330
-0.5% -$980K 9.19% 6
2025
Q1 		$172M Buy
2,226,011
+10,086
+0.5% +$1.02M 7.64% 9
2024
Q4 		$245M Sell
2,215,925
-9,383
-0.4% -$965K 10.47% 4
2024
Q3 		$214M Sell
2,225,308
-11,732
-0.5% -$1.02M 9.18% 7
2024
Q2 		$196M Sell
2,237,040
-9,144
-0.4% -$680K 8.75% 7
2024
Q1 		$163M Buy
2,246,184
+11,300
+0.5% +$762K 7.48% 9
2023
Q4 		$132M Sell
2,234,884
-18,312
-0.8% -$962K 6.47% 9
2023
Q3 		$104M Buy
2,253,196
+52,236
+2% +$2.33M 5.77% 9
2023
Q2 		$89.2M Buy
2,200,960
+980,216
+80% +$37.9M 4.91% 10
2023
Q1 		$51.2M Sell
1,220,744
-105,848
-8% -$3.64M 2.94% 11
2022
Q4 		$40.2M Buy
1,326,592
+85,028
+7% +$2.62M 2.53% 10
2022
Q3 		$35M Buy
+1,241,564
New +$35.8M 2.27% 12

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

Capital Counsel's ANET Position: Q2 2026 in Review

Capital Counsel reduced its Arista Networks (ANET) stake by 5% in Q2 2026, selling an estimated $15.6M and leaving 1,877,641 shares worth $319M. The position accounts for 12.47% of the portfolio, ranked #1.

Capital Counsel first reported a position in ANET in Q3 2022 and has held it in 16 quarters since. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Capital Counsel held 1,877,641 shares of Arista Networks worth $319M as of Q2 2026.
  • Capital Counsel sold 99,185 Arista Networks shares in Q2 2026, an estimated $15.6M.
  • Arista Networks made up 12.47% of Capital Counsel's portfolio in Q2 2026, its #1 holding.
  • Capital Counsel first reported a position in Arista Networks in Q3 2022 and has held it in 16 quarters since.
  • 2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Capital Counsel's 13F filing for Q2 2026, filed 12 Aug 2026.