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 Q2	$6.06M	Sell	35,685 -297	-0.8%	-$46.7K	0.43%	54
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Van Hulzen Asset Management's ANET Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its Arista Networks (ANET) stake by 0.83% in Q2 2026, selling an estimated $46.7K and leaving 35,685 shares worth $6.06M. The position accounts for 0.43% of the portfolio, ranked #54.

Van Hulzen Asset Management first reported a position in ANET in Q1 2015 and has held it in 21 quarters since. The position peaked at $20.8M in Q1 2023. 2,269 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Van Hulzen Asset Management held 35,685 shares of Arista Networks worth $6.06M as of Q2 2026.
Van Hulzen Asset Management sold 297 Arista Networks shares in Q2 2026, an estimated $46.7K.
Arista Networks made up 0.43% of Van Hulzen Asset Management's portfolio in Q2 2026, its #54 holding.
Van Hulzen Asset Management first reported a position in Arista Networks in Q1 2015 and has held it in 21 quarters since.
Van Hulzen Asset Management's Arista Networks position peaked at $20.8M in Q1 2023.
2,269 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.