Orion Capital Management’s Arista Networks ANET Stock Holding History

Orion 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	$822K	Sell	4,838 -80	-2%	-$12.6K	0.25%	67
2026 Q1	$604K	Sell	4,918 -620	-11%	-$82.9K	0.21%	72
2025 Q4	$726K	Buy	5,538 +980	+22%	+$135K	0.24%	67
2025 Q3	$664K	Buy	4,558 +50	+1%	+$6.44K	0.23%	75
2025 Q2	$461K	Sell	4,508 -1,600	-26%	-$138K	0.18%	82
2025 Q1	$473K	Sell	6,108 -410	-6%	-$41.6K	0.2%	76
2024 Q4	$720K	Sell	6,518 -1,170	-15%	-$120K	0.32%	58
2024 Q3	$738K	Buy	7,688 +600	+8%	+$52.3K	0.36%	59
2024 Q2	$621K	Buy	7,088 +520	+8%	+$38.7K	0.33%	58
2024 Q1	$476K	Sell	6,568 -280	-4%	-$18.9K	0.25%	70
2023 Q4	$403K	Sell	6,848 -400	-6%	-$21K	0.24%	76
2023 Q3	$333K	Sell	7,248 -600	-8%	-$26.7K	0.22%	82
2023 Q2	$318K	Buy	7,848 +800	+11%	+$30.9K	0.21%	94
2023 Q1	$296K	Sell	7,048 -600	-8%	-$20.6K	0.2%	90
2022 Q4	$232K	Hold	7,648	–	–	0.17%	100
2022 Q3	$216K	Hold	7,648	–	–	0.17%	98
2022 Q2	$179K	Sell	7,648 -3,600	-32%	-$98.7K	0.14%	106
2022 Q1	$391K	Sell	11,248 -3,200	-22%	-$101K	0.24%	77
2021 Q4	$519K	Hold	14,448	–	–	0.29%	64
2021 Q3	$310K	Hold	14,448	–	–	0.19%	88
2021 Q2	$327K	Hold	14,448	–	–	0.2%	84
2021 Q1	$273K	Hold	14,448	–	–	0.19%	91
2020 Q4	$262K	Buy	+14,448	New	+$229K	0.19%	84

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

Orion Capital Management's ANET Position: Q2 2026 in Review

Orion Capital Management reduced its Arista Networks (ANET) stake by 1.6% in Q2 2026, selling an estimated $12.6K and leaving 4,838 shares worth $822K. The position accounts for 0.25% of the portfolio, ranked #67.

Orion Capital Management first reported a position in ANET in Q4 2020 and has held it in 23 quarters since. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Orion Capital Management held 4,838 shares of Arista Networks worth $822K as of Q2 2026.
Orion Capital Management sold 80 Arista Networks shares in Q2 2026, an estimated $12.6K.
Arista Networks made up 0.25% of Orion Capital Management's portfolio in Q2 2026, its #67 holding.
Orion Capital Management first reported a position in Arista Networks in Q4 2020 and has held it in 23 quarters since.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.