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Fortis Capital Management’s Arista Networks ANET Stock Holding History

Fortis 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 		$12.5M Buy
73,317
+693
+1% +$109K 1.39% 19
2026
Q1 		$8.92M Sell
72,624
-2,543
-3% -$340K 0.91% 22
2025
Q4 		$9.85M Buy
75,167
+3,379
+5% +$465K 1.3% 19
2025
Q3 		$10.5M Sell
71,788
-1,227
-2% -$158K 1.47% 15
2025
Q2 		$7.47M Buy
73,015
+13,965
+24% +$1.21M 1.16% 22
2025
Q1 		$4.58M Buy
59,050
+3,940
+7% +$399K 0.89% 36
2024
Q4 		$6.09M Buy
55,110
+10,238
+23% +$1.05M 1.13% 20
2024
Q3 		$4.31M Sell
44,872
-5,824
-11% -$507K 0.87% 35
2024
Q2 		$4.44M Buy
+50,696
New +$3.77M 0.95% 27

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

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

Fortis Capital Management increased its Arista Networks (ANET) stake by 0.95% in Q2 2026, buying an estimated $109K and bringing the position to 73,317 shares worth $12.5M. The position accounts for 1.39% of the portfolio, ranked #19.

Fortis Capital Management first reported a position in ANET in Q2 2024 and has held it in 9 quarters since. 2,248 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Fortis Capital Management held 73,317 shares of Arista Networks worth $12.5M as of Q2 2026.
  • Fortis Capital Management bought 693 Arista Networks shares in Q2 2026, an estimated $109K.
  • Arista Networks made up 1.39% of Fortis Capital Management's portfolio in Q2 2026, its #19 holding.
  • Fortis Capital Management first reported a position in Arista Networks in Q2 2024 and has held it in 9 quarters since.
  • 2,248 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.