Concentric Capital Strategies’s Arista Networks ANET Stock Holding History

Concentric Capital Strategies’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	$3.15M	Buy	18,565 +14,058	+312%	+$2.21M	0.18%	122
2026 Q1	$553K	Buy	+4,507	New	+$603K	0.05%	211
2025 Q4	–	Sell	-60,484	Closed	-$8.81M	–	256
2025 Q3	$8.81M	Sell	60,484 -32,694	-35%	-$4.21M	0.39%	89
2025 Q2	$9.53M	Buy	+93,178	New	+$8.06M	0.42%	53
2025 Q1	–	Sell	-137,718	Closed	-$15.2M	–	168
2024 Q4	$15.2M	Buy	137,718 +21,086	+18%	+$2.17M	0.7%	24
2024 Q3	$11.2M	Buy	116,632 +86,240	+284%	+$7.51M	0.46%	56
2024 Q2	$2.66M	Sell	30,392 -13,108	-30%	-$975K	0.13%	171
2024 Q1	$3.15M	Buy	+43,500	New	+$2.93M	0.18%	137
2023 Q4	–	Sell	-130,504	Closed	-$6M	–	222
2023 Q3	$6M	Buy	+130,504	New	+$5.81M	0.62%	43

Other funds holding ANET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Concentric Capital Strategies's ANET Position: Q2 2026 in Review

Concentric Capital Strategies increased its Arista Networks (ANET) stake by 312% in Q2 2026, buying an estimated $2.21M and bringing the position to 18,565 shares worth $3.15M. The position accounts for 0.18% of the portfolio, ranked #122.

Concentric Capital Strategies first reported a position in ANET in Q3 2023 and has held it in 9 quarters since. The position peaked at $15.2M in Q4 2024. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Concentric Capital Strategies held 18,565 shares of Arista Networks worth $3.15M as of Q2 2026.
Concentric Capital Strategies bought 14,058 Arista Networks shares in Q2 2026, an estimated $2.21M.
Arista Networks made up 0.18% of Concentric Capital Strategies's portfolio in Q2 2026, its #122 holding.
Concentric Capital Strategies first reported a position in Arista Networks in Q3 2023 and has held it in 9 quarters since.
Concentric Capital Strategies's Arista Networks position peaked at $15.2M in Q4 2024.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Concentric Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.