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F/M Investments’s Arista Networks ANET Stock Holding History

F/M Investments’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 		$16.9M Buy
99,515
+24,577
+33% +$3.86M 0.86% 22
2026
Q1 		$9.2M Buy
74,938
+72,615
+3,126% +$9.71M 0.61% 42
2025
Q4 		$304K Hold
2,323
– – 0.01% 380
2025
Q3 		$338K Buy
2,323
+277
+14% +$35.7K 0.01% 363
2025
Q2 		$209K Buy
+2,046
New +$177K 0.01% 391
2024
Q4 		– Sell
-3,600
Closed -$342K – 401
2024
Q3 		$342K Sell
3,600
-2,020
-36% -$176K 0.01% 308
2024
Q2 		$492K Sell
5,620
-36
-0.6% -$2.68K 0.02% 283
2024
Q1 		$410K Buy
5,656
+36
+0.6% +$2.43K 0.28% 50
2023
Q4 		$331K Sell
5,620
-160
-3% -$8.4K 0.19% 62
2023
Q3 		$266K Sell
5,780
-144
-2% -$6.42K 0.2% 61
2023
Q2 		$240K Hold
5,924
– – 0.18% 64
2023
Q1 		$249K Buy
+5,924
New +$204K 0.25% 50
2022
Q3 		– Sell
-2,416
Closed -$219K – 39
2022
Q2 		$219K Sell
2,416
-4,080
-63% -$112K 0.17% 61
2022
Q1 		$226K Hold
6,496
– – 0.18% 56
2021
Q4 		$233K Buy
+6,496
New +$194K 0.17% 63
2021
Q3 		– Sell
-9,664
Closed -$219K – 83
2021
Q2 		$219K Buy
+9,664
New +$202K 0.17% 61

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

F/M Investments's ANET Position: Q2 2026 in Review

F/M Investments increased its Arista Networks (ANET) stake by 33% in Q2 2026, buying an estimated $3.86M and bringing the position to 99,515 shares worth $16.9M. The position accounts for 0.86% of the portfolio, ranked #22.

F/M Investments first reported a position in ANET in Q2 2021 and has held it in 16 quarters since. 2,248 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • F/M Investments held 99,515 shares of Arista Networks worth $16.9M as of Q2 2026.
  • F/M Investments bought 24,577 Arista Networks shares in Q2 2026, an estimated $3.86M.
  • Arista Networks made up 0.86% of F/M Investments's portfolio in Q2 2026, its #22 holding.
  • F/M Investments first reported a position in Arista Networks in Q2 2021 and has held it in 16 quarters since.
  • 2,248 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.