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Gallacher Capital Management’s Arista Networks ANET Stock Holding History

Gallacher Capital Management’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 		$875K Sell
5,152
-1,775
-26% -$279K 0.49% 45
2026
Q1 		$850K Buy
6,927
+1,141
+20% +$153K 0.33% 84
2025
Q4 		$758K Sell
5,786
-1,377
-19% -$190K 0.29% 89
2025
Q3 		$1.04M Buy
7,163
+889
+14% +$114K 0.41% 48
2025
Q2 		$642K Buy
6,274
+392
+7% +$33.9K 0.3% 72
2025
Q1 		$456K Buy
5,882
+671
+13% +$68K 0.22% 125
2024
Q4 		$576K Sell
5,211
-29
-0.6% -$2.98K 0.29% 71
2024
Q3 		$503K Buy
5,240
+24
+0.5% +$2.09K 0.23% 102
2024
Q2 		$457K Buy
5,216
+1,440
+38% +$107K 0.24% 104
2024
Q1 		$274K Sell
3,776
-1,004
-21% -$67.7K 0.14% 200
2023
Q4 		$281K Sell
4,780
-5,132
-52% -$270K 0.16% 177
2023
Q3 		$456K Buy
9,912
+2,680
+37% +$119K 0.28% 71
2023
Q2 		$293K Sell
7,232
-3,264
-31% -$126K 0.17% 174
2023
Q1 		$440K Buy
10,496
+3,240
+45% +$111K 0.26% 93
2022
Q4 		$220K Buy
+7,256
New +$223K 0.13% 208

Other funds holding ANET

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Gallacher Capital Management's ANET Position: Q2 2026 in Review

Gallacher Capital Management reduced its Arista Networks (ANET) stake by 26% in Q2 2026, selling an estimated $279K and leaving 5,152 shares worth $875K. The position accounts for 0.49% of the portfolio, ranked #45.

Gallacher Capital Management first reported a position in ANET in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.04M in Q3 2025. 584 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Gallacher Capital Management held 5,152 shares of Arista Networks worth $875K as of Q2 2026.
  • Gallacher Capital Management sold 1,775 Arista Networks shares in Q2 2026, an estimated $279K.
  • Arista Networks made up 0.49% of Gallacher Capital Management's portfolio in Q2 2026, its #45 holding.
  • Gallacher Capital Management first reported a position in Arista Networks in Q4 2022 and has held it in 15 quarters since.
  • Gallacher Capital Management's Arista Networks position peaked at $1.04M in Q3 2025.
  • 584 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Gallacher Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.