WCM Investment Management
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WCM Investment Management’s Arista Networks ANET Stock Holding History

WCM 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
2025
Q2 		– Sell
-6,038,570
Closed -$471M – 223
2025
Q1 		$471M Sell
6,038,570
-14,611
-0.2% -$1.48M 1.21% 32
2024
Q4 		$675M Sell
6,053,181
-110,879
-2% -$11.4M 1.59% 25
2024
Q3 		$586M Sell
6,164,060
-184,864
-3% -$16.1M 1.33% 27
2024
Q2 		$552M Sell
6,348,924
-5,848,740
-48% -$435M 1.31% 31
2024
Q1 		$884M Buy
12,197,664
+100,784
+0.8% +$6.8M 2.1% 16
2023
Q4 		$717M Buy
12,096,880
+64,324
+0.5% +$3.38M 1.98% 17
2023
Q3 		$553M Buy
12,032,556
+539,684
+5% +$24M 1.62% 23
2023
Q2 		$466M Buy
+11,492,872
New +$444M 1.39% 27

Other funds holding ANET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

WCM Investment Management's ANET Position: Q2 2025 in Review

WCM Investment Management sold out of Arista Networks (ANET) in Q2 2025, closing a stake of 6,038,570 shares — an estimated $471M sold.

WCM Investment Management first reported a position in ANET in Q2 2023 and held it in 8 quarters. The position peaked at $884M in Q1 2024. 1,673 funds tracked by Wall St. Rank hold ANET as of Q2 2025.

  • WCM Investment Management reported no remaining Arista Networks position as of Q2 2025 after selling out during the quarter.
  • WCM Investment Management sold 6,038,570 Arista Networks shares in Q2 2025, an estimated $471M.
  • WCM Investment Management first reported a position in Arista Networks in Q2 2023 and held it in 8 quarters.
  • WCM Investment Management's Arista Networks position peaked at $884M in Q1 2024.
  • 1,673 funds tracked by Wall St. Rank held Arista Networks as of Q2 2025.

Based on WCM Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.