Clearstead Advisors’s Caesars Entertainment CZR Stock Holding History

Clearstead Advisors’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	$302	Buy	+10	New	+$282	﹤0.01%	3073
2026 Q1	–	Sell	-35	Closed	-$819	–	2401
2025 Q4	$819	Buy	+35	New	+$787	﹤0.01%	2251
2025 Q2	–	Sell	-47	Closed	-$1.18K	–	2767
2025 Q1	$1.18K	Buy	47 +17	+57%	+$553	﹤0.01%	1971
2024 Q4	$1K	Hold	30	–	–	﹤0.01%	1921
2024 Q3	$1.25K	Hold	30	–	–	﹤0.01%	1888
2024 Q2	$1.19K	Hold	30	–	–	﹤0.01%	1882
2024 Q1	$1.09K	Sell	30 -21	-41%	-$908	﹤0.01%	1396
2023 Q4	$2.39K	Sell	51 -9	-15%	-$400	﹤0.01%	1261
2023 Q3	$2.78K	Buy	60 +30	+100%	+$1.59K	﹤0.01%	1350
2023 Q2	$1.53K	Hold	30	–	–	﹤0.01%	1199
2023 Q1	$1.47K	Hold	30	–	–	﹤0.01%	1188
2022 Q4	$1.25K	Hold	30	–	–	﹤0.01%	1147
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	1135
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	1165
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	1195
2021 Q4	$3K	Hold	30	–	–	﹤0.01%	1059
2021 Q3	$3K	Hold	30	–	–	﹤0.01%	1079
2021 Q2	$3K	Hold	30	–	–	﹤0.01%	957
2021 Q1	$3K	Hold	30	–	–	﹤0.01%	917
2020 Q4	$2K	Buy	30 +20	+200%	+$1.25K	﹤0.01%	880
2020 Q3	$1K	Buy	+10	New	+$439	﹤0.01%	839

Other funds holding CZR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return

Clearstead Advisors's CZR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Caesars Entertainment (CZR) in Q2 2026: 10 shares worth $302. The stake represents ﹤0.01% of the portfolio and ranks #3073 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CZR as recently as Q4 2025.

Clearstead Advisors first reported a position in CZR in Q3 2020 and has held it in 21 quarters since. The position peaked at $3K in Q4 2021. 161 funds tracked by Wall St. Rank hold CZR as of Q2 2026.

Clearstead Advisors held 10 shares of Caesars Entertainment worth $302 as of Q2 2026.
Caesars Entertainment was a new Clearstead Advisors position in Q2 2026.
Caesars Entertainment made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3073 holding.
Clearstead Advisors first reported a position in Caesars Entertainment in Q3 2020 and has held it in 21 quarters since.
Clearstead Advisors's Caesars Entertainment position peaked at $3K in Q4 2021.
161 funds tracked by Wall St. Rank held Caesars Entertainment as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.