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AE Wealth Management’s Caesars Entertainment CZR Stock Holding History

AE Wealth Management’s Portfolio CZR Stock Details CZR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$258K Buy
+8,562
New +$241K ﹤0.01% 1564
2025
Q4 		– Sell
-9,976
Closed -$270K – 2475
2025
Q3 		$270K Buy
+9,976
New +$270K ﹤0.01% 1238

Other funds holding CZR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
KLCMU
Kite Lake Capital Management (UK) London, United Kingdom $290M AUM 183.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AE Wealth Management's CZR Position: Q2 2026 in Review

AE Wealth Management opened a new position in Caesars Entertainment (CZR) in Q2 2026: 8,562 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #1564 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in CZR as recently as Q3 2025.

AE Wealth Management first reported a position in CZR in Q3 2025 and has held it in 2 quarters since. The position peaked at $270K in Q3 2025. 412 funds tracked by Wall St. Rank hold CZR as of Q2 2026.

  • AE Wealth Management held 8,562 shares of Caesars Entertainment worth $258K as of Q2 2026.
  • Caesars Entertainment was a new AE Wealth Management position in Q2 2026.
  • Caesars Entertainment made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1564 holding.
  • AE Wealth Management first reported a position in Caesars Entertainment in Q3 2025 and has held it in 2 quarters since.
  • AE Wealth Management's Caesars Entertainment position peaked at $270K in Q3 2025.
  • 412 funds tracked by Wall St. Rank held Caesars Entertainment as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.