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Waterloo Capital’s Arista Networks ANET Stock Holding History

Waterloo 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
Q1 		$441K Sell
3,590
-1,069
-23% -$143K 0.03% 329
2025
Q4 		$610K Sell
4,659
-548
-11% -$75.4K 0.04% 268
2025
Q3 		$759K Buy
5,207
+1,970
+61% +$254K 0.06% 216
2025
Q2 		$331K Buy
+3,237
New +$280K 0.03% 335
2025
Q1 		– Sell
-2,596
Closed -$287K – 392
2024
Q4 		$287K Buy
+2,596
New +$267K 0.03% 299
2024
Q3 		– Sell
-2,480
Closed -$217K – 356
2024
Q2 		$217K Buy
+2,480
New +$184K 0.03% 325

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

Waterloo Capital's ANET Position: Q1 2026 in Review

Waterloo Capital reduced its Arista Networks (ANET) stake by 23% in Q1 2026, selling an estimated $143K and leaving 3,590 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #329.

Waterloo Capital first reported a position in ANET in Q2 2024 and has held it in 6 quarters since. The position peaked at $759K in Q3 2025. 2,028 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Waterloo Capital held 3,590 shares of Arista Networks worth $441K as of Q1 2026.
  • Waterloo Capital sold 1,069 Arista Networks shares in Q1 2026, an estimated $143K.
  • Arista Networks made up 0.03% of Waterloo Capital's portfolio in Q1 2026, its #329 holding.
  • Waterloo Capital first reported a position in Arista Networks in Q2 2024 and has held it in 6 quarters since.
  • Waterloo Capital's Arista Networks position peaked at $759K in Q3 2025.
  • 2,028 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.