Factory Mutual Insurance’s Arista Networks ANET Stock Holding History

Factory Mutual Insurance’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	$55.1M	Sell	324,320 -9,700	-3%	-$1.52M	0.52%	50
2026 Q1	$41M	Buy	334,020 +5,600	+2%	+$749K	0.46%	56
2025 Q4	$43M	Buy	328,420 +175,400	+115%	+$24.1M	0.44%	59
2025 Q3	$22.3M	Sell	153,020 -13,500	-8%	-$1.74M	0.22%	115
2025 Q2	$17M	Hold	166,520	–	–	0.19%	124
2025 Q1	$12.9M	Hold	166,520	–	–	0.15%	135
2024 Q4	$18.4M	Buy	166,520 +50,000	+43%	+$5.14M	0.2%	122
2024 Q3	$11.2M	Buy	116,520 +65,920	+130%	+$5.74M	0.12%	153
2024 Q2	$4.43M	Buy	+50,600	New	+$3.76M	0.05%	163

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

Factory Mutual Insurance's ANET Position: Q2 2026 in Review

Factory Mutual Insurance reduced its Arista Networks (ANET) stake by 2.9% in Q2 2026, selling an estimated $1.52M and leaving 324,320 shares worth $55.1M. The position accounts for 0.52% of the portfolio, ranked #50.

Factory Mutual Insurance first reported a position in ANET in Q2 2024 and has held it in 9 quarters since. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Factory Mutual Insurance held 324,320 shares of Arista Networks worth $55.1M as of Q2 2026.
Factory Mutual Insurance sold 9,700 Arista Networks shares in Q2 2026, an estimated $1.52M.
Arista Networks made up 0.52% of Factory Mutual Insurance's portfolio in Q2 2026, its #50 holding.
Factory Mutual Insurance first reported a position in Arista Networks in Q2 2024 and has held it in 9 quarters since.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Factory Mutual Insurance's 13F filing for Q2 2026, filed 21 Jul 2026.