Roundview Capital’s Arista Networks ANET Stock Holding History

Roundview 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	$7.47M	Buy	43,954 +15,107	+52%	+$2.37M	0.41%	62
2026 Q1	$3.54M	Buy	28,847 +302	+1%	+$40.4K	0.22%	103
2025 Q4	$3.74M	Sell	28,545 -187	-0.7%	-$25.7K	0.23%	96
2025 Q3	$4.19M	Buy	28,732 +1,460	+5%	+$188K	0.26%	88
2025 Q2	$2.79M	Sell	27,272 -693	-2%	-$60K	0.19%	124
2025 Q1	$2.17M	Buy	27,965 +3,577	+15%	+$363K	0.16%	131
2024 Q4	$2.7M	Buy	24,388 +116	+0.5%	+$11.9K	0.19%	119
2024 Q3	$2.33M	Buy	24,272 +5,732	+31%	+$499K	0.17%	133
2024 Q2	$1.62M	Buy	18,540 +6,700	+57%	+$498K	0.13%	150
2024 Q1	$858K	Buy	11,840 +8,000	+208%	+$540K	0.07%	221
2023 Q4	$226K	Buy	+3,840	New	+$202K	0.02%	293

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

Roundview Capital's ANET Position: Q2 2026 in Review

Roundview Capital increased its Arista Networks (ANET) stake by 52% in Q2 2026, buying an estimated $2.37M and bringing the position to 43,954 shares worth $7.47M. The position accounts for 0.41% of the portfolio, ranked #62.

Roundview Capital first reported a position in ANET in Q4 2023 and has held it in 11 quarters since. 2,257 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Roundview Capital held 43,954 shares of Arista Networks worth $7.47M as of Q2 2026.
Roundview Capital bought 15,107 Arista Networks shares in Q2 2026, an estimated $2.37M.
Arista Networks made up 0.41% of Roundview Capital's portfolio in Q2 2026, its #62 holding.
Roundview Capital first reported a position in Arista Networks in Q4 2023 and has held it in 11 quarters since.
2,257 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.