Westerkirk Capital’s Arista Networks ANET Stock Holding History

Westerkirk 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 Q2	$8.67M	Buy	51,036 +3,600	+8%	+$565K	0.83%	24
2026 Q1	$5.82M	Sell	47,436 -3,000	-6%	-$401K	0.63%	38
2025 Q4	$6.61M	Buy	50,436 +17,900	+55%	+$2.46M	0.64%	38
2025 Q3	$4.74M	Sell	32,536 -4,600	-12%	-$592K	0.54%	38
2025 Q2	$3.8M	Buy	+37,136	New	+$3.21M	0.47%	46

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

Westerkirk Capital's ANET Position: Q2 2026 in Review

Westerkirk Capital increased its Arista Networks (ANET) stake by 7.6% in Q2 2026, buying an estimated $565K and bringing the position to 51,036 shares worth $8.67M. The position accounts for 0.83% of the portfolio, ranked #24.

Westerkirk Capital first reported a position in ANET in Q2 2025 and has held it in 5 quarters since. 2,265 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Westerkirk Capital held 51,036 shares of Arista Networks worth $8.67M as of Q2 2026.
Westerkirk Capital bought 3,600 Arista Networks shares in Q2 2026, an estimated $565K.
Arista Networks made up 0.83% of Westerkirk Capital's portfolio in Q2 2026, its #24 holding.
Westerkirk Capital first reported a position in Arista Networks in Q2 2025 and has held it in 5 quarters since.
2,265 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.