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Pinnacle Wealth Planning Services’s Caesars Entertainment CZR Stock Holding History

Pinnacle Wealth Planning Services’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 		$33.3K Sell
1,105
-15
-1% -$423 ﹤0.01% 1531
2026
Q1 		$29.6K Hold
1,120
– – ﹤0.01% 1487
2025
Q4 		$26.2K Buy
+1,120
New +$25.2K ﹤0.01% 1584
2021
Q1 		– Sell
-1,097
Closed -$81K – 746
2020
Q4 		$81K Buy
+1,097
New +$68.8K 0.02% 565

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

Pinnacle Wealth Planning Services's CZR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Caesars Entertainment (CZR) stake by 1.3% in Q2 2026, selling an estimated $423 and leaving 1,105 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Pinnacle Wealth Planning Services first reported a position in CZR in Q4 2020 and has held it in 4 quarters since. The position peaked at $81K in Q4 2020. 413 funds tracked by Wall St. Rank hold CZR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,105 shares of Caesars Entertainment worth $33.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 15 Caesars Entertainment shares in Q2 2026, an estimated $423.
  • Caesars Entertainment made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1531 holding.
  • Pinnacle Wealth Planning Services first reported a position in Caesars Entertainment in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Caesars Entertainment position peaked at $81K in Q4 2020.
  • 413 funds tracked by Wall St. Rank held Caesars Entertainment as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.