Carnegie Investment Counsel’s Arista Networks ANET Stock Holding History

Carnegie Investment Counsel’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	$15.9M	Sell	93,547 -60,066	-39%	-$9.43M	0.32%	87
2026 Q1	$18.9M	Sell	153,613 -21,088	-12%	-$2.82M	0.37%	76
2025 Q4	$22.9M	Buy	174,701 +2,282	+1%	+$314K	0.42%	66
2025 Q3	$25.1M	Buy	172,419 +4,227	+3%	+$544K	0.47%	59
2025 Q2	$17.2M	Buy	168,192 +12,736	+8%	+$1.1M	0.35%	89
2025 Q1	$10.6M	Buy	155,456 +114,742	+282%	+$11.6M	0.25%	114
2024 Q4	$4.5M	Buy	40,714 +9,082	+29%	+$934K	0.13%	151
2024 Q3	$3.04M	Buy	31,632 +17,112	+118%	+$1.49M	0.09%	174
2024 Q2	$1.27M	Buy	14,520 +11,340	+357%	+$843K	0.04%	247
2024 Q1	$231K	Buy	+3,180	New	+$214K	0.01%	456
2021 Q4	–	Sell	-134,432	Closed	-$2.89M	–	496
2021 Q3	$2.89M	Sell	134,432 -9,184	-6%	-$210K	0.11%	161
2021 Q2	$3.25M	Sell	143,616 -6,128	-4%	-$128K	0.12%	155
2021 Q1	$2.83M	Sell	149,744 -2,640	-2%	-$49.4K	0.12%	163
2020 Q4	$2.77M	Sell	152,384 -4,192	-3%	-$66.4K	0.12%	155
2020 Q3	$2.02M	Sell	156,576 -24,016	-13%	-$330K	0.1%	159
2020 Q2	$2.37M	Sell	180,592 -27,744	-13%	-$375K	0.14%	145
2020 Q1	$2.63M	Sell	208,336 -4,640	-2%	-$60.2K	0.18%	126
2019 Q4	$2.71M	Sell	212,976 -9,712	-4%	-$128K	0.16%	142
2019 Q3	$3.33M	Sell	222,688 -14,224	-6%	-$220K	0.21%	125
2019 Q2	$3.84M	Sell	236,912 -82,016	-26%	-$1.42M	0.25%	109
2019 Q1	$6.27M	Sell	318,928 -47,664	-13%	-$756K	0.43%	69
2018 Q4	$4.83M	Sell	366,592 -41,024	-10%	-$589K	0.45%	68
2018 Q3	$6.11M	Buy	407,616 +145,680	+56%	+$2.48M	0.5%	57
2018 Q2	$4.44M	Buy	261,936 +2,640	+1%	+$43.1K	0.34%	89
2018 Q1	$4.21M	Buy	259,296 +44,048	+20%	+$742K	0.35%	86
2017 Q4	$3.79M	Buy	215,248 +79,760	+59%	+$1.07M	0.34%	88
2017 Q3	$1.62M	Buy	135,488 +87,888	+185%	+$919K	0.19%	130
2017 Q2	$427K	Buy	47,600 +10,640	+29%	+$96.3K	0.05%	249
2017 Q1	$336K	Buy	+36,960	New	+$255K	0.04%	276

Other funds holding ANET

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Carnegie Investment Counsel's ANET Position: Q2 2026 in Review

Carnegie Investment Counsel reduced its Arista Networks (ANET) stake by 39% in Q2 2026, selling an estimated $9.43M and leaving 93,547 shares worth $15.9M. The position accounts for 0.32% of the portfolio, ranked #87.

Carnegie Investment Counsel first reported a position in ANET in Q1 2017 and has held it in 29 quarters since. The position peaked at $25.1M in Q3 2025. 985 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Carnegie Investment Counsel held 93,547 shares of Arista Networks worth $15.9M as of Q2 2026.
Carnegie Investment Counsel sold 60,066 Arista Networks shares in Q2 2026, an estimated $9.43M.
Arista Networks made up 0.32% of Carnegie Investment Counsel's portfolio in Q2 2026, its #87 holding.
Carnegie Investment Counsel first reported a position in Arista Networks in Q1 2017 and has held it in 29 quarters since.
Carnegie Investment Counsel's Arista Networks position peaked at $25.1M in Q3 2025.
985 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.