Triasima Portfolio Management’s Arista Networks ANET Stock Holding History

Triasima Portfolio 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	$1.72M	Buy	10,143 +323	+3%	+$50.7K	0.23%	87
2026 Q1	$1.21M	Sell	9,820 -19,565	-67%	-$2.62M	0.18%	103
2025 Q4	$3.85M	Buy	29,385 +2,885	+11%	+$397K	0.58%	54
2025 Q3	$3.86M	Buy	26,500 +18,850	+246%	+$2.43M	0.58%	59
2025 Q2	$783K	Sell	7,650 -45,502	-86%	-$3.94M	0.14%	106
2025 Q1	$4.12M	Sell	53,152 -25,335	-32%	-$2.57M	0.81%	42
2024 Q4	$8.68M	Buy	78,487 +11,871	+18%	+$1.22M	1.68%	15
2024 Q3	$6.39M	Sell	66,616 -14,144	-18%	-$1.23M	1.44%	22
2024 Q2	$7.08M	Buy	80,760 +80	+0.1%	+$5.95K	0.65%	37
2024 Q1	$5.85M	Sell	80,680 -42,440	-34%	-$2.86M	0.49%	42
2023 Q4	$7.25M	Buy	123,120 +6,276	+5%	+$330K	0.6%	34
2023 Q3	$5.37M	Buy	+116,844	New	+$5.21M	0.49%	39

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

Triasima Portfolio Management's ANET Position: Q2 2026 in Review

Triasima Portfolio Management increased its Arista Networks (ANET) stake by 3.3% in Q2 2026, buying an estimated $50.7K and bringing the position to 10,143 shares worth $1.72M. The position accounts for 0.23% of the portfolio, ranked #87.

Triasima Portfolio Management first reported a position in ANET in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.68M in Q4 2024. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Triasima Portfolio Management held 10,143 shares of Arista Networks worth $1.72M as of Q2 2026.
Triasima Portfolio Management bought 323 Arista Networks shares in Q2 2026, an estimated $50.7K.
Arista Networks made up 0.23% of Triasima Portfolio Management's portfolio in Q2 2026, its #87 holding.
Triasima Portfolio Management first reported a position in Arista Networks in Q3 2023 and has held it in 12 quarters since.
Triasima Portfolio Management's Arista Networks position peaked at $8.68M in Q4 2024.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Triasima Portfolio Management's 13F filing for Q2 2026, filed 21 Jul 2026.