Spirepoint Private Client’s Arista Networks ANET Stock Holding History

Spirepoint Private Client’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	$14.3M	Buy	84,426 +66,141	+362%	+$10.4M	1.16%	22
2026 Q1	$2.25M	Buy	18,285 +28	+0.2%	+$3.75K	0.21%	78
2025 Q4	$2.39M	Buy	18,257 +374	+2%	+$51.5K	0.23%	71
2025 Q3	$2.61M	Sell	17,883 -132,565	-88%	-$17.1M	0.27%	76
2025 Q2	$15.4M	Buy	150,448 +132,657	+746%	+$11.5M	1.74%	10
2025 Q1	$1.38M	Sell	17,791 -53	-0.3%	-$5.37K	0.18%	74
2024 Q4	$1.97M	Buy	17,844 +248	+1%	+$25.5K	0.25%	65
2024 Q3	$1.69M	Sell	17,596 -11,544	-40%	-$1.01M	0.22%	68
2024 Q2	$2.55M	Buy	+29,140	New	+$2.17M	0.36%	61

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

Spirepoint Private Client's ANET Position: Q2 2026 in Review

Spirepoint Private Client increased its Arista Networks (ANET) stake by 362% in Q2 2026, buying an estimated $10.4M and bringing the position to 84,426 shares worth $14.3M. The position accounts for 1.16% of the portfolio, ranked #22.

Spirepoint Private Client first reported a position in ANET in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.4M in Q2 2025. 2,251 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Spirepoint Private Client held 84,426 shares of Arista Networks worth $14.3M as of Q2 2026.
Spirepoint Private Client bought 66,141 Arista Networks shares in Q2 2026, an estimated $10.4M.
Arista Networks made up 1.16% of Spirepoint Private Client's portfolio in Q2 2026, its #22 holding.
Spirepoint Private Client first reported a position in Arista Networks in Q2 2024 and has held it in 9 quarters since.
Spirepoint Private Client's Arista Networks position peaked at $15.4M in Q2 2025.
2,251 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.