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Forum Financial Management’s Arista Networks ANET Stock Holding History

Forum Financial 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 		$559K Buy
+3,292
New +$517K 0.01% 193
2026
Q1 		– Sell
-9,319
Closed -$1.22M – 372
2025
Q4 		$1.22M Buy
9,319
+285
+3% +$39.2K 0.02% 208
2025
Q3 		$1.32M Sell
9,034
-219
-2% -$28.2K 0.02% 192
2025
Q2 		$947K Buy
9,253
+142
+2% +$12.3K 0.01% 227
2025
Q1 		$706K Buy
+9,111
New +$924K 0.01% 270
2024
Q4 		– Sell
-9,072
Closed -$871K – 911
2024
Q3 		$871K Buy
9,072
+132
+1% +$11.5K 0.01% 207
2024
Q2 		$783K Sell
8,940
-16
-0.2% -$1.19K 0.01% 216
2024
Q1 		$649K Buy
8,956
+20
+0.2% +$1.35K 0.01% 260
2023
Q4 		$526K Buy
8,936
+20
+0.2% +$1.05K 0.01% 279
2023
Q3 		$410K Buy
8,916
+240
+3% +$10.7K 0.01% 333
2023
Q2 		$352K Buy
8,676
+76
+0.9% +$2.94K 0.01% 390
2023
Q1 		$361K Buy
8,600
+4
+0% +$138 0.01% 348
2022
Q4 		$261K Sell
8,596
-848
-9% -$26.1K 0.01% 438
2022
Q3 		$267K Hold
9,444
– – 0.01% 380
2022
Q2 		$221K Sell
9,444
-476
-5% -$13.1K 0.01% 472
2022
Q1 		$344K Buy
9,920
+376
+4% +$11.9K 0.02% 335
2021
Q4 		$343K Buy
+9,544
New +$285K 0.02% 351

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

Forum Financial Management's ANET Position: Q2 2026 in Review

Forum Financial Management opened a new position in Arista Networks (ANET) in Q2 2026: 3,292 shares worth $559K. The stake represents 0.01% of the portfolio and ranks #193 among its holdings. This is a return to the name: Forum Financial Management previously reported a position in ANET as recently as Q4 2025.

Forum Financial Management first reported a position in ANET in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.32M in Q3 2025. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Forum Financial Management held 3,292 shares of Arista Networks worth $559K as of Q2 2026.
  • Arista Networks was a new Forum Financial Management position in Q2 2026.
  • Arista Networks made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #193 holding.
  • Forum Financial Management first reported a position in Arista Networks in Q4 2021 and has held it in 17 quarters since.
  • Forum Financial Management's Arista Networks position peaked at $1.32M in Q3 2025.
  • 2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.