Machina Capital’s Arista Networks ANET Stock Holding History

Machina Capital’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	$532K	Sell	3,131 -24,423	-89%	-$3.84M	0.08%	262
2026 Q1	$3.38M	Buy	27,554 +17,914	+186%	+$2.4M	0.67%	37
2025 Q4	$1.26M	Sell	9,640 -346	-3%	-$47.6K	0.24%	147
2025 Q3	$1.46M	Buy	+9,986	New	+$1.29M	0.26%	144
2025 Q2	–	Sell	-3,947	Closed	-$306K	–	308
2025 Q1	$306K	Buy	+3,947	New	+$400K	0.09%	246
2024 Q4	–	Sell	-11,616	Closed	-$1.11M	–	273
2024 Q3	$1.11M	Buy	+11,616	New	+$1.01M	0.44%	83
2023 Q4	–	Sell	-6,800	Closed	-$313K	–	243
2023 Q3	$313K	Buy	+6,800	New	+$303K	0.18%	201
2023 Q2	–	Sell	-4,648	Closed	-$195K	–	266
2023 Q1	$195K	Sell	4,648 -12,412	-73%	-$427K	0.17%	192
2022 Q4	$518K	Buy	17,060 +7,892	+86%	+$243K	0.96%	28
2022 Q3	$259K	Buy	+9,168	New	+$264K	0.55%	92
2019 Q2	–	Sell	-44,832	Closed	-$881K	–	492
2019 Q1	$881K	Buy	44,832 +33,664	+301%	+$534K	0.35%	107
2018 Q4	$147K	Buy	+11,168	New	+$160K	0.1%	222

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

Machina Capital's ANET Position: Q2 2026 in Review

Machina Capital reduced its Arista Networks (ANET) stake by 89% in Q2 2026, selling an estimated $3.84M and leaving 3,131 shares worth $532K. The position accounts for 0.08% of the portfolio, ranked #262.

Machina Capital first reported a position in ANET in Q4 2018 and has held it in 12 quarters since. The position peaked at $3.38M in Q1 2026. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Machina Capital held 3,131 shares of Arista Networks worth $532K as of Q2 2026.
Machina Capital sold 24,423 Arista Networks shares in Q2 2026, an estimated $3.84M.
Arista Networks made up 0.08% of Machina Capital's portfolio in Q2 2026, its #262 holding.
Machina Capital first reported a position in Arista Networks in Q4 2018 and has held it in 12 quarters since.
Machina Capital's Arista Networks position peaked at $3.38M in Q1 2026.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.