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von Borstel & Associates’s Arista Networks ANET Stock Holding History

von Borstel & Associates’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 		$497K Buy
2,927
+5
+0.2% +$785 0.1% 29
2026
Q1 		$358K Buy
2,922
+3
+0.1% +$401 0.08% 29
2025
Q4 		$382K Hold
2,919
– – 0.09% 30
2025
Q3 		$400K Hold
2,919
– – 0.06% 100
2025
Q2 		$351K Buy
2,919
+19
+0.7% +$1.64K 0.09% 30
2025
Q1 		$224K Hold
2,900
– – 0.07% 31
2024
Q4 		$320K Sell
2,900
-44
-1% -$4.53K 0.13% 28
2024
Q3 		$282K Buy
+2,944
New +$256K 0.16% 28

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 $3.37T AUM 44.26% 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
CAM
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

von Borstel & Associates's ANET Position: Q2 2026 in Review

von Borstel & Associates increased its Arista Networks (ANET) stake by 0.17% in Q2 2026, buying an estimated $785 and bringing the position to 2,927 shares worth $497K. The position accounts for 0.1% of the portfolio, ranked #29.

von Borstel & Associates first reported a position in ANET in Q3 2024 and has held it in 8 quarters since. 2,260 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • von Borstel & Associates held 2,927 shares of Arista Networks worth $497K as of Q2 2026.
  • von Borstel & Associates bought 5 Arista Networks shares in Q2 2026, an estimated $785.
  • Arista Networks made up 0.1% of von Borstel & Associates's portfolio in Q2 2026, its #29 holding.
  • von Borstel & Associates first reported a position in Arista Networks in Q3 2024 and has held it in 8 quarters since.
  • 2,260 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on von Borstel & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.