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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
2025
Q4 		– Sell
-500
Closed -$72.9K – 500
2025
Q3 		$72.9K Buy
500
+400
+400% +$51.5K 0.03% 234
2025
Q2 		$10.2K Buy
+100
New +$8.65K ﹤0.01% 365
2025
Q1 		– Sell
-200
Closed -$22.1K – 472
2024
Q4 		$22.1K Sell
200
-600
-75% -$61.7K 0.01% 312
2024
Q3 		$76.8K Hold
800
– – 0.04% 126
2024
Q2 		$70.1K Hold
800
– – 0.04% 189
2024
Q1 		$58K Hold
800
– – 0.03% 227
2023
Q4 		$47.1K Hold
800
– – 0.03% 251
2023
Q3 		$36.8K Sell
800
-400
-33% -$17.8K 0.02% 255
2023
Q2 		$48.6K Buy
1,200
+800
+200% +$30.9K 0.03% 131
2023
Q1 		$16.8K Sell
400
-1,600
-80% -$55K 0.01% 343
2022
Q4 		$60.7K Buy
2,000
+1,200
+150% +$36.9K 0.04% 184
2022
Q3 		$23K Buy
+800
New +$23.1K 0.02% 257

Other funds holding ANET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Orion Capital Management's ANET Position: Q1 2026 in Review

Orion Capital Management reduced its Arista Networks (ANET) stake by 11% in Q1 2026, selling an estimated $82.9K and leaving 4,918 shares worth $604K. The position accounts for 0.21% of the portfolio, ranked #72.

Orion Capital Management first reported a position in ANET in Q4 2020 and has held it in 22 quarters since. The position peaked at $738K in Q3 2024. 2,033 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Orion Capital Management held 4,918 shares of Arista Networks worth $604K as of Q1 2026.
  • Orion Capital Management sold 620 Arista Networks shares in Q1 2026, an estimated $82.9K.
  • Arista Networks made up 0.21% of Orion Capital Management's portfolio in Q1 2026, its #72 holding.
  • Orion Capital Management first reported a position in Arista Networks in Q4 2020 and has held it in 22 quarters since.
  • Orion Capital Management's Arista Networks position peaked at $738K in Q3 2024.
  • 2,033 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.