Van Hulzen Asset Management’s Arista Networks ANET Stock Holding History

Van Hulzen Asset 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 Q1	$4.42M	Buy	35,982 +3,307	+10%	+$442K	0.33%	68
2025 Q4	$4.28M	Buy	32,675 +331	+1%	+$45.6K	0.31%	67
2025 Q3	$4.71M	Sell	32,344 -1,528	-5%	-$197K	0.35%	63
2025 Q2	$3.47M	Buy	33,872 +42	+0.1%	+$3.63K	0.29%	69
2025 Q1	$2.62M	Sell	33,830 -972	-3%	-$98.6K	0.24%	82
2024 Q4	$3.85M	Sell	34,802 -266	-0.8%	-$27.4K	0.28%	73
2024 Q3	$3.37M	Sell	35,068 -372	-1%	-$32.4K	0.24%	81
2024 Q2	$3.1M	Sell	35,440 -22,772	-39%	-$1.69M	0.21%	80
2024 Q1	$4.22M	Sell	58,212 -4,156	-7%	-$280K	0.28%	70
2023 Q4	$3.67M	Sell	62,368 -1,964	-3%	-$103K	0.26%	74
2023 Q3	$2.96M	Sell	64,332 -5,288	-8%	-$236K	0.23%	78
2023 Q2	$6.08M	Sell	69,620 -371,532	-84%	-$14.4M	0.52%	51
2023 Q1	$20.8M	Buy	441,152 +431,932	+4,685%	+$14.8M	1.95%	11
2022 Q4	$280K	Buy	+9,220	New	+$284K	0.03%	236
2020 Q3	–	Sell	-59,584	Closed	-$782K	–	264
2020 Q2	$782K	Buy	+59,584	New	+$806K	0.12%	99
2019 Q4	–	Sell	-77,184	Closed	-$1.15M	–	279
2019 Q3	$1.15M	Sell	77,184 -2,560	-3%	-$39.6K	0.24%	78
2019 Q2	$1.29M	Buy	+79,744	New	+$1.38M	0.28%	69
2018 Q4	–	Sell	-34,496	Closed	-$573K	–	219
2018 Q3	$573K	Buy	34,496 +19,840	+135%	+$338K	0.15%	110
2018 Q2	$236K	Buy	+14,656	New	+$239K	0.07%	171
2015 Q2	–	Sell	-295,440	Closed	-$1.3M	–	147
2015 Q1	$1.3M	Buy	+295,440	New	+$1.22M	0.8%	42

Other funds holding ANET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Van Hulzen Asset Management's ANET Position: Q1 2026 in Review

Van Hulzen Asset Management increased its Arista Networks (ANET) stake by 10% in Q1 2026, buying an estimated $442K and bringing the position to 35,982 shares worth $4.42M. The position accounts for 0.33% of the portfolio, ranked #68.

Van Hulzen Asset Management first reported a position in ANET in Q1 2015 and has held it in 20 quarters since. The position peaked at $20.8M in Q1 2023. 2,029 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Van Hulzen Asset Management held 35,982 shares of Arista Networks worth $4.42M as of Q1 2026.
Van Hulzen Asset Management bought 3,307 Arista Networks shares in Q1 2026, an estimated $442K.
Arista Networks made up 0.33% of Van Hulzen Asset Management's portfolio in Q1 2026, its #68 holding.
Van Hulzen Asset Management first reported a position in Arista Networks in Q1 2015 and has held it in 20 quarters since.
Van Hulzen Asset Management's Arista Networks position peaked at $20.8M in Q1 2023.
2,029 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.