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Cherry Tree Wealth Management’s Caesars Entertainment CZR Stock Holding History

Cherry Tree 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 		$24.1K Hold
800
– – ﹤0.01% 358
2026
Q1 		$21.1K Hold
800
– – ﹤0.01% 349
2025
Q4 		$18.7K Buy
+800
New +$18K ﹤0.01% 360

Other funds holding CZR

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Vanguard Portfolio Management
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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 $3.38T AUM 44.17% 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

Cherry Tree Wealth Management's CZR Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Caesars Entertainment (CZR) position steady in Q2 2026 at 800 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Cherry Tree Wealth Management first reported a position in CZR in Q4 2025 and has held it in 3 quarters since. 413 funds tracked by Wall St. Rank hold CZR as of Q2 2026.

  • Cherry Tree Wealth Management held 800 shares of Caesars Entertainment worth $24.1K as of Q2 2026.
  • Cherry Tree Wealth Management left its Caesars Entertainment share count unchanged in Q2 2026.
  • Caesars Entertainment made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #358 holding.
  • Cherry Tree Wealth Management first reported a position in Caesars Entertainment in Q4 2025 and has held it in 3 quarters since.
  • 413 funds tracked by Wall St. Rank held Caesars Entertainment as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.