Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Teleflex TFX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TFX Stock Details TFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$626K Sell
5,232
-51,853
-91% -$5.72M ﹤0.01% 1849
2025
Q4 		$6.97M Sell
57,085
-15,163
-21% -$1.84M 0.02% 652
2025
Q3 		$8.84M Buy
72,248
+60,344
+507% +$7.31M 0.03% 510
2025
Q2 		$1.41M Buy
11,904
+7,340
+161% +$926K 0.01% 1088
2025
Q1 		$631K Sell
4,564
-365
-7% -$59.1K ﹤0.01% 1364
2024
Q4 		$877K Buy
4,929
+1,370
+38% +$281K ﹤0.01% 1153
2024
Q3 		$880K Buy
3,559
+2,242
+170% +$523K ﹤0.01% 1112
2024
Q2 		$277K Buy
1,317
+245
+23% +$51.3K ﹤0.01% 1432
2024
Q1 		$242K Sell
1,072
-52
-5% -$12.4K ﹤0.01% 1427
2023
Q4 		$280K Buy
1,124
+502
+81% +$107K ﹤0.01% 1282
2023
Q3 		$122K Sell
622
-24
-4% -$5.44K ﹤0.01% 1530
2023
Q2 		$156K Buy
646
+44
+7% +$11K ﹤0.01% 1350
2023
Q1 		$153K Buy
602
+28
+5% +$6.79K ﹤0.01% 1311
2022
Q4 		$143K Buy
574
+63
+12% +$13.9K ﹤0.01% 1236
2022
Q3 		$103K Sell
511
-443
-46% -$106K ﹤0.01% 1317
2022
Q2 		$235K Buy
954
+32
+3% +$9.33K ﹤0.01% 977
2022
Q1 		$327K Sell
922
-42,826
-98% -$14.1M ﹤0.01% 859
2021
Q4 		$14.4M Buy
+43,748
New +$14.9M 0.1% 182
2021
Q2 		$15.3M Hold
37,979
– – 0.12% 165
2021
Q1 		$15.3M Hold
37,979
– – 0.12% 165
2020
Q4 		$15.3M Hold
37,979
– – 0.12% 165
2020
Q3 		$15.3M Hold
37,979
– – 0.12% 165
2020
Q2 		$15.3M Hold
37,979
– – 0.12% 165
2020
Q1 		$15.3M Hold
37,979
– – 0.12% 165
2019
Q4 		$15.3M Hold
37,979
– – 0.12% 165
2019
Q3 		$15.3M Hold
37,979
– – 0.12% 165
2019
Q2 		$15.3M Hold
37,979
– – 0.12% 165
2019
Q1 		$15.3M Buy
37,979
+28,059
+283% +$7.82M 0.12% 165
2018
Q4 		$2.56M Buy
+9,920
New +$2.51M 0.06% 249
2016
Q4 		– Sell
-88
Closed -$15K – 1181
2016
Q3 		$15K Buy
+88
New +$15.8K ﹤0.01% 608

Other funds holding TFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TFX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Teleflex (TFX) stake by 91% in Q1 2026, selling an estimated $5.72M and leaving 5,232 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

Carson Wealth (CWM LLC) first reported a position in TFX in Q3 2016 and has held it in 30 quarters since. The position peaked at $15.3M in Q2 2021. 365 funds tracked by Wall St. Rank hold TFX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,232 shares of Teleflex worth $626K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 51,853 Teleflex shares in Q1 2026, an estimated $5.72M.
  • Teleflex made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1849 holding.
  • Carson Wealth (CWM LLC) first reported a position in Teleflex in Q3 2016 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Teleflex position peaked at $15.3M in Q2 2021.
  • 365 funds tracked by Wall St. Rank held Teleflex as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.