WC
ANET icon

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
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
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

Westerkirk Capital's ANET Position: Q1 2026 in Review

Westerkirk Capital reduced its Arista Networks (ANET) stake by 5.9% in Q1 2026, selling an estimated $401K and leaving 47,436 shares worth $5.82M. The position accounts for 0.63% of the portfolio, ranked #38.

Westerkirk Capital first reported a position in ANET in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.61M in Q4 2025. 2,028 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Westerkirk Capital held 47,436 shares of Arista Networks worth $5.82M as of Q1 2026.
  • Westerkirk Capital sold 3,000 Arista Networks shares in Q1 2026, an estimated $401K.
  • Arista Networks made up 0.63% of Westerkirk Capital's portfolio in Q1 2026, its #38 holding.
  • Westerkirk Capital first reported a position in Arista Networks in Q2 2025 and has held it in 4 quarters since.
  • Westerkirk Capital's Arista Networks position peaked at $6.61M in Q4 2025.
  • 2,028 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.