Werlinich Asset Management’s Arista Networks ANET Stock Holding History

Werlinich 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	$2.41M	Sell	14,170 -15	-0.1%	-$2.36K	0.92%	29
2026 Q1	$1.74M	Hold	14,185	–	–	0.84%	36
2025 Q4	$1.88M	Buy	14,185 +45	+0.3%	+$6.2K	0.93%	33
2025 Q3	$2.06M	Hold	14,140	–	–	1.02%	28
2025 Q2	$1.45M	Sell	14,140 -80	-0.6%	-$6.92K	0.79%	37
2025 Q1	$1.1M	Hold	14,220	–	–	0.7%	36
2024 Q4	$1.58M	Sell	14,220 -400	-3%	-$41.1K	0.92%	31
2024 Q3	$1.4M	Hold	14,620	–	–	0.81%	36
2024 Q2	$1.27M	Hold	14,620	–	–	0.79%	37
2024 Q1	$1.05M	Hold	14,620	–	–	0.69%	37
2023 Q4	$869K	Buy	+14,620	New	+$768K	0.66%	38

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

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Werlinich Asset Management's ANET Position: Q2 2026 in Review

Werlinich Asset Management reduced its Arista Networks (ANET) stake by 0.11% in Q2 2026, selling an estimated $2.36K and leaving 14,170 shares worth $2.41M. The position accounts for 0.92% of the portfolio, ranked #29.

Werlinich Asset Management first reported a position in ANET in Q4 2023 and has held it in 11 quarters since. 457 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Werlinich Asset Management held 14,170 shares of Arista Networks worth $2.41M as of Q2 2026.
Werlinich Asset Management sold 15 Arista Networks shares in Q2 2026, an estimated $2.36K.
Arista Networks made up 0.92% of Werlinich Asset Management's portfolio in Q2 2026, its #29 holding.
Werlinich Asset Management first reported a position in Arista Networks in Q4 2023 and has held it in 11 quarters since.
457 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Werlinich Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.