VBA
ANET icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

von Borstel & Associates's ANET Position: Q1 2026 in Review

von Borstel & Associates increased its Arista Networks (ANET) stake by 0.1% in Q1 2026, buying an estimated $401 and bringing the position to 2,922 shares worth $358K. The position accounts for 0.08% of the portfolio, ranked #29.

von Borstel & Associates first reported a position in ANET in Q3 2024 and has held it in 7 quarters since. The position peaked at $400K in Q3 2025. 2,028 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • von Borstel & Associates held 2,922 shares of Arista Networks worth $358K as of Q1 2026.
  • von Borstel & Associates bought 3 Arista Networks shares in Q1 2026, an estimated $401.
  • Arista Networks made up 0.08% of von Borstel & Associates's portfolio in Q1 2026, its #29 holding.
  • von Borstel & Associates first reported a position in Arista Networks in Q3 2024 and has held it in 7 quarters since.
  • von Borstel & Associates's Arista Networks position peaked at $400K in Q3 2025.
  • 2,028 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on von Borstel & Associates's 13F filing for Q1 2026, filed 12 May 2026.