Ray Dalio
ANET icon

Ray Dalio’s Arista Networks ANET Stock Holding History

Ray Dalio’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 		$43.2M Sell
254,275
-1,075,816
-81% -$169M 0.18% 92
2026
Q1 		$163M Buy
1,330,091
+649
+0% +$86.8K 0.73% 20
2025
Q4 		$174M Buy
1,329,442
+649,076
+95% +$89.4M 0.64% 28
2025
Q3 		$99.1M Sell
680,366
-220,211
-24% -$28.4M 0.39% 46
2025
Q2 		$92.1M Buy
900,577
+57,075
+7% +$4.94M 0.37% 59
2025
Q1 		$65.4M Buy
843,502
+170,448
+25% +$17.3M 0.3% 75
2024
Q4 		$74.4M Buy
673,054
+114,302
+20% +$11.8M 0.34% 55
2024
Q3 		$53.6M Buy
558,752
+534,532
+2,207% +$46.6M 0.3% 60
2024
Q2 		$2.12M Buy
24,220
+16,400
+210% +$1.22M 0.01% 520
2024
Q1 		$567K Sell
7,820
-904
-10% -$61K ﹤0.01% 617
2023
Q4 		$514K Sell
8,724
-156,072
-95% -$8.2M ﹤0.01% 703
2023
Q3 		$7.58M Sell
164,796
-107,836
-40% -$4.8M 0.05% 281
2023
Q2 		$11M Buy
272,632
+244,744
+878% +$9.46M 0.07% 185
2023
Q1 		$1.17M Buy
27,888
+5,516
+25% +$190K 0.01% 543
2022
Q4 		$679K Sell
22,372
-10,448
-32% -$322K ﹤0.01% 688
2022
Q3 		$926K Sell
32,820
-19,932
-38% -$575K ﹤0.01% 709
2022
Q2 		$1.24M Buy
52,752
+46,524
+747% +$1.28M 0.01% 764
2022
Q1 		$216K Buy
+6,228
New +$197K ﹤0.01% 959
2021
Q2 		– Sell
-52,608
Closed -$993K – 707
2021
Q1 		$993K Sell
52,608
-327,728
-86% -$6.13M 0.01% 319
2020
Q4 		$6.91M Sell
380,336
-114,736
-23% -$1.82M 0.06% 163
2020
Q3 		$6.4M Buy
495,072
+261,440
+112% +$3.59M 0.08% 119
2020
Q2 		$3.07M Buy
233,632
+203,472
+675% +$2.75M 0.05% 68
2020
Q1 		$382K Sell
30,160
-253,344
-89% -$3.29M 0.01% 315
2019
Q4 		$3.6M Buy
+283,504
New +$3.73M 0.04% 136

Other funds holding ANET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cresset Asset Management
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ray Dalio's ANET Position: Q2 2026 in Review

Ray Dalio reduced its Arista Networks (ANET) stake by 81% in Q2 2026, selling an estimated $169M and leaving 254,275 shares worth $43.2M. The position accounts for 0.18% of the portfolio, ranked #92.

Ray Dalio first reported a position in ANET in Q4 2019 and has held it in 24 quarters since. The position peaked at $174M in Q4 2025. 2,272 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Ray Dalio held 254,275 shares of Arista Networks worth $43.2M as of Q2 2026.
  • Ray Dalio sold 1,075,816 Arista Networks shares in Q2 2026, an estimated $169M.
  • Arista Networks made up 0.18% of Ray Dalio's portfolio in Q2 2026, its #92 holding.
  • Ray Dalio first reported a position in Arista Networks in Q4 2019 and has held it in 24 quarters since.
  • Ray Dalio's Arista Networks position peaked at $174M in Q4 2025.
  • 2,272 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.