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ZEGA Investments’s Arista Networks ANET Stock Holding History

ZEGA Investments’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 		$3.53M Buy
20,760
+13,002
+168% +$2.04M 0.36% 36
2026
Q1 		$953K Sell
7,758
-850
-10% -$114K 0.11% 115
2025
Q4 		$1.13M Sell
8,608
-471
-5% -$64.8K 0.13% 85
2025
Q3 		$1.32M Buy
9,079
+5,187
+133% +$668K 0.18% 62
2025
Q2 		$398K Sell
3,892
-18,039
-82% -$1.56M 0.05% 111
2025
Q1 		$1.7M Buy
21,931
+5,230
+31% +$530K 0.26% 50
2024
Q4 		$2.16M Buy
+16,701
New +$1.72M 0.54% 29

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

ZEGA Investments's ANET Position: Q2 2026 in Review

ZEGA Investments increased its Arista Networks (ANET) stake by 168% in Q2 2026, buying an estimated $2.04M and bringing the position to 20,760 shares worth $3.53M. The position accounts for 0.36% of the portfolio, ranked #36.

ZEGA Investments first reported a position in ANET in Q4 2024 and has held it in 7 quarters since. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • ZEGA Investments held 20,760 shares of Arista Networks worth $3.53M as of Q2 2026.
  • ZEGA Investments bought 13,002 Arista Networks shares in Q2 2026, an estimated $2.04M.
  • Arista Networks made up 0.36% of ZEGA Investments's portfolio in Q2 2026, its #36 holding.
  • ZEGA Investments first reported a position in Arista Networks in Q4 2024 and has held it in 7 quarters since.
  • 2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.