KKM Financial’s Arista Networks ANET Stock Holding History

KKM Financial’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	$6.51M	Buy	+36,133	New	+$5.68M	0.89%	52
2025 Q3	–	Sell	-4,918	Closed	-$503K	–	140
2025 Q2	$503K	Hold	4,918	–	–	0.18%	100
2025 Q1	$381K	Buy	4,918 +990	+25%	+$100K	0.16%	110
2024 Q4	$434K	Hold	3,928	–	–	0.18%	103
2024 Q3	$377K	Hold	3,928	–	–	0.19%	101
2024 Q2	$344K	Hold	3,928	–	–	0.16%	117
2024 Q1	$285K	Sell	3,928 -40	-1%	-$2.7K	0.14%	129
2023 Q4	$234K	Buy	+3,968	New	+$208K	0.15%	118

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 $3.38T AUM 44.17% 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

KKM Financial's ANET Position: Q2 2026 in Review

KKM Financial opened a new position in Arista Networks (ANET) in Q2 2026: 36,133 shares worth $6.51M. The stake represents 0.89% of the portfolio and ranks #52 among its holdings. This is a return to the name: KKM Financial previously reported a position in ANET as recently as Q2 2025.

KKM Financial first reported a position in ANET in Q4 2023 and has held it in 8 quarters since. 2,269 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

KKM Financial held 36,133 shares of Arista Networks worth $6.51M as of Q2 2026.
Arista Networks was a new KKM Financial position in Q2 2026.
Arista Networks made up 0.89% of KKM Financial's portfolio in Q2 2026, its #52 holding.
KKM Financial first reported a position in Arista Networks in Q4 2023 and has held it in 8 quarters since.
2,269 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.