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Jacobsen Capital Management’s Arista Networks ANET Stock Holding History

Jacobsen 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
Q1 		$325K Buy
2,650
+26
+1% +$3.48K 0.11% 79
2025
Q4 		$344K Sell
2,624
-52
-2% -$7.16K 0.11% 72
2025
Q3 		$390K Sell
2,676
-3
-0.1% -$386 0.13% 64
2025
Q2 		$274K Buy
+2,679
New +$232K 0.1% 86
2025
Q1 		– Sell
-2,010
Closed -$222K – 103
2024
Q4 		$222K Buy
+2,010
New +$207K 0.09% 87

Other funds holding ANET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jacobsen Capital Management's ANET Position: Q1 2026 in Review

Jacobsen Capital Management increased its Arista Networks (ANET) stake by 0.99% in Q1 2026, buying an estimated $3.48K and bringing the position to 2,650 shares worth $325K. The position accounts for 0.11% of the portfolio, ranked #79.

Jacobsen Capital Management first reported a position in ANET in Q4 2024 and has held it in 5 quarters since. The position peaked at $390K in Q3 2025. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Jacobsen Capital Management held 2,650 shares of Arista Networks worth $325K as of Q1 2026.
  • Jacobsen Capital Management bought 26 Arista Networks shares in Q1 2026, an estimated $3.48K.
  • Arista Networks made up 0.11% of Jacobsen Capital Management's portfolio in Q1 2026, its #79 holding.
  • Jacobsen Capital Management first reported a position in Arista Networks in Q4 2024 and has held it in 5 quarters since.
  • Jacobsen Capital Management's Arista Networks position peaked at $390K in Q3 2025.
  • 2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.