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Everhart Financial Group’s Caesars Entertainment CZR Stock Holding History

Everhart Financial Group’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 		$283K Buy
9,372
+1,669
+22% +$47K 0.02% 387
2026
Q1 		$204K Buy
+7,703
New +$183K 0.02% 445

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

Everhart Financial Group's CZR Position: Q2 2026 in Review

Everhart Financial Group increased its Caesars Entertainment (CZR) stake by 22% in Q2 2026, buying an estimated $47K and bringing the position to 9,372 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #387.

Everhart Financial Group first reported a position in CZR in Q1 2026 and has held it in 2 quarters since. 412 funds tracked by Wall St. Rank hold CZR as of Q2 2026.

  • Everhart Financial Group held 9,372 shares of Caesars Entertainment worth $283K as of Q2 2026.
  • Everhart Financial Group bought 1,669 Caesars Entertainment shares in Q2 2026, an estimated $47K.
  • Caesars Entertainment made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #387 holding.
  • Everhart Financial Group first reported a position in Caesars Entertainment in Q1 2026 and has held it in 2 quarters since.
  • 412 funds tracked by Wall St. Rank held Caesars Entertainment as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.