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DNCA Finance’s Arista Networks ANET Stock Holding History

DNCA Finance’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 		$18M Buy
106,000
+2,750
+3% +$432K 0.87% 31
2026
Q1 		$12.7M Hold
103,250
– – 0.73% 31
2025
Q4 		$13.5M Hold
103,250
– – 0.78% 31
2025
Q3 		$15M Buy
103,250
+8,250
+9% +$1.06M 1.03% 30
2025
Q2 		$9.72M Buy
95,000
+44,500
+88% +$3.85M 0.74% 36
2025
Q1 		$3.91M Buy
+50,500
New +$5.12M 0.33% 67

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

DNCA Finance's ANET Position: Q2 2026 in Review

DNCA Finance increased its Arista Networks (ANET) stake by 2.7% in Q2 2026, buying an estimated $432K and bringing the position to 106,000 shares worth $18M. The position accounts for 0.87% of the portfolio, ranked #31.

DNCA Finance first reported a position in ANET in Q1 2025 and has held it in 6 quarters since. 2,260 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • DNCA Finance held 106,000 shares of Arista Networks worth $18M as of Q2 2026.
  • DNCA Finance bought 2,750 Arista Networks shares in Q2 2026, an estimated $432K.
  • Arista Networks made up 0.87% of DNCA Finance's portfolio in Q2 2026, its #31 holding.
  • DNCA Finance first reported a position in Arista Networks in Q1 2025 and has held it in 6 quarters since.
  • 2,260 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on DNCA Finance's 13F filing for Q2 2026, filed 13 Aug 2026.