Goelzer Investment Management’s Arista Networks ANET Stock Holding History

Goelzer Investment 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	$4.39M	Sell	25,815 -14,396	-36%	-$2.26M	0.19%	94
2026 Q1	$4.94M	Buy	40,211 +606	+2%	+$81.1K	0.24%	89
2025 Q4	$5.19M	Sell	39,605 -8,975	-18%	-$1.24M	0.24%	83
2025 Q3	$7.08M	Sell	48,580 -435	-0.9%	-$56K	0.38%	58
2025 Q2	$5.01M	Sell	49,015 -125	-0.3%	-$10.8K	0.27%	85
2025 Q1	$3.81M	Buy	49,140 +503	+1%	+$51K	0.22%	99
2024 Q4	$5.38M	Sell	48,637 -12,155	-20%	-$1.25M	0.31%	77
2024 Q3	$5.83M	Sell	60,792 -364	-0.6%	-$31.7K	0.32%	72
2024 Q2	$5.36M	Sell	61,156 -544	-0.9%	-$40.4K	0.3%	73
2024 Q1	$4.47M	Sell	61,700 -1,916	-3%	-$129K	0.25%	90
2023 Q4	$3.75M	Sell	63,616 -228	-0.4%	-$12K	0.24%	96
2023 Q3	$2.94M	Sell	63,844 -76	-0.1%	-$3.39K	0.21%	103
2023 Q2	$2.59M	Buy	+63,920	New	+$2.47M	0.22%	112

Other funds holding ANET

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

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Goelzer Investment Management's ANET Position: Q2 2026 in Review

Goelzer Investment Management reduced its Arista Networks (ANET) stake by 36% in Q2 2026, selling an estimated $2.26M and leaving 25,815 shares worth $4.39M. The position accounts for 0.19% of the portfolio, ranked #94.

Goelzer Investment Management first reported a position in ANET in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.08M in Q3 2025. 707 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Goelzer Investment Management held 25,815 shares of Arista Networks worth $4.39M as of Q2 2026.
Goelzer Investment Management sold 14,396 Arista Networks shares in Q2 2026, an estimated $2.26M.
Arista Networks made up 0.19% of Goelzer Investment Management's portfolio in Q2 2026, its #94 holding.
Goelzer Investment Management first reported a position in Arista Networks in Q2 2023 and has held it in 13 quarters since.
Goelzer Investment Management's Arista Networks position peaked at $7.08M in Q3 2025.
707 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.