InceptionR’s Arista Networks ANET Stock Holding History

InceptionR’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	$805K	Buy	4,738 +2,251	+91%	+$354K	0.2%	190
2026 Q1	$305K	Buy	+2,487	New	+$333K	0.07%	475
2025 Q3	–	Sell	-1,957	Closed	-$200K	–	664
2025 Q2	$200K	Sell	1,957 -9,863	-83%	-$853K	0.05%	572
2025 Q1	$916K	Buy	11,820 +9,719	+463%	+$985K	0.27%	126
2024 Q4	$232K	Buy	+2,101	New	+$216K	0.05%	529
2024 Q2	–	Sell	-7,932	Closed	-$575K	–	587
2024 Q1	$575K	Buy	+7,932	New	+$535K	0.15%	271
2023 Q2	–	Sell	-15,408	Closed	-$647K	–	406
2023 Q1	$647K	Buy	15,408 +4,420	+40%	+$152K	0.21%	187
2022 Q4	$333K	Buy	+10,988	New	+$338K	0.18%	254

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

InceptionR's ANET Position: Q2 2026 in Review

InceptionR increased its Arista Networks (ANET) stake by 91% in Q2 2026, buying an estimated $354K and bringing the position to 4,738 shares worth $805K. The position accounts for 0.2% of the portfolio, ranked #190.

InceptionR first reported a position in ANET in Q4 2022 and has held it in 8 quarters since. The position peaked at $916K in Q1 2025. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

InceptionR held 4,738 shares of Arista Networks worth $805K as of Q2 2026.
InceptionR bought 2,251 Arista Networks shares in Q2 2026, an estimated $354K.
Arista Networks made up 0.2% of InceptionR's portfolio in Q2 2026, its #190 holding.
InceptionR first reported a position in Arista Networks in Q4 2022 and has held it in 8 quarters since.
InceptionR's Arista Networks position peaked at $916K in Q1 2025.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.