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Capstone Capital Management’s Arista Networks ANET Stock Holding History

Capstone Capital 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
Q2 		$826K Buy
+4,864
New +$764K 0.37% 71
2026
Q1 		– Sell
-9,915
Closed -$1.3M – 58
2025
Q4 		$1.3M Buy
+9,915
New +$1.36M 1.25% 13

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

Capstone Capital Management's ANET Position: Q2 2026 in Review

Capstone Capital Management opened a new position in Arista Networks (ANET) in Q2 2026: 4,864 shares worth $826K. The stake represents 0.37% of the portfolio and ranks #71 among its holdings. This is a return to the name: Capstone Capital Management previously reported a position in ANET as recently as Q4 2025.

Capstone Capital Management first reported a position in ANET in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.3M in Q4 2025. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Capstone Capital Management held 4,864 shares of Arista Networks worth $826K as of Q2 2026.
  • Arista Networks was a new Capstone Capital Management position in Q2 2026.
  • Arista Networks made up 0.37% of Capstone Capital Management's portfolio in Q2 2026, its #71 holding.
  • Capstone Capital Management first reported a position in Arista Networks in Q4 2025 and has held it in 2 quarters since.
  • Capstone Capital Management's Arista Networks position peaked at $1.3M in Q4 2025.
  • 2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Capstone Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.