Morse Asset Management’s Arista Networks ANET Stock Holding History

Morse Asset 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	$2.17M	Buy	12,749 +5	+0%	+$785	0.36%	64
2026 Q1	$1.56M	Buy	12,744 +280	+2%	+$37.5K	0.33%	68
2025 Q4	$1.63M	Buy	12,464 +400	+3%	+$55.1K	0.33%	71
2025 Q3	$1.76M	Buy	12,064 +64	+0.5%	+$8.24K	0.35%	71
2025 Q2	$1.23M	Buy	12,000 +3,203	+36%	+$277K	0.27%	83
2025 Q1	$682K	Sell	8,797 -238	-3%	-$24.1K	0.17%	93
2024 Q4	$999K	Buy	9,035 +7,755	+606%	+$798K	0.23%	84
2024 Q3	$123K	Buy	+1,280	New	+$112K	0.03%	194

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

Morse Asset Management's ANET Position: Q2 2026 in Review

Morse Asset Management increased its Arista Networks (ANET) stake by 0.04% in Q2 2026, buying an estimated $785 and bringing the position to 12,749 shares worth $2.17M. The position accounts for 0.36% of the portfolio, ranked #64.

Morse Asset Management first reported a position in ANET in Q3 2024 and has held it in 8 quarters since. 2,259 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Morse Asset Management held 12,749 shares of Arista Networks worth $2.17M as of Q2 2026.
Morse Asset Management bought 5 Arista Networks shares in Q2 2026, an estimated $785.
Arista Networks made up 0.36% of Morse Asset Management's portfolio in Q2 2026, its #64 holding.
Morse Asset Management first reported a position in Arista Networks in Q3 2024 and has held it in 8 quarters since.
2,259 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.