Lee Johnson Capital Management’s Arista Networks ANET Stock Holding History

Lee Johnson 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	$206K	Buy	+1,212	New	+$190K	0.06%	79
2026 Q1	–	Sell	-9,545	Closed	-$1.25M	–	83
2025 Q4	$1.25M	Sell	9,545 -51	-0.5%	-$7.02K	0.43%	48
2025 Q3	$1.4M	Buy	+9,596	New	+$1.24M	0.46%	51
2025 Q1	–	Sell	-46,007	Closed	-$5.09M	–	40
2024 Q4	$5.09M	Buy	46,007 +843	+2%	+$86.7K	2.68%	10
2024 Q3	$4.33M	Buy	+45,164	New	+$3.93M	2.23%	9

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

Lee Johnson Capital Management's ANET Position: Q2 2026 in Review

Lee Johnson Capital Management opened a new position in Arista Networks (ANET) in Q2 2026: 1,212 shares worth $206K. The stake represents 0.06% of the portfolio and ranks #79 among its holdings. This is a return to the name: Lee Johnson Capital Management previously reported a position in ANET as recently as Q4 2025.

Lee Johnson Capital Management first reported a position in ANET in Q3 2024 and has held it in 5 quarters since. The position peaked at $5.09M in Q4 2024. 2,248 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Lee Johnson Capital Management held 1,212 shares of Arista Networks worth $206K as of Q2 2026.
Arista Networks was a new Lee Johnson Capital Management position in Q2 2026.
Arista Networks made up 0.06% of Lee Johnson Capital Management's portfolio in Q2 2026, its #79 holding.
Lee Johnson Capital Management first reported a position in Arista Networks in Q3 2024 and has held it in 5 quarters since.
Lee Johnson Capital Management's Arista Networks position peaked at $5.09M in Q4 2024.
2,248 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Lee Johnson Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.