Congress Wealth Management’s Teleflex TFX Stock Holding History

Congress Wealth Management’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
2025 Q1	–	Sell	-1,390	Closed	-$247K	–	1125
2024 Q4	$247K	Sell	1,390 -98	-7%	-$20.1K	﹤0.01%	806
2024 Q3	$368K	Hold	1,488	–	–	﹤0.01%	695
2024 Q2	$313K	Sell	1,488 -245	-14%	-$51.3K	0.01%	606
2024 Q1	$392K	Sell	1,733 -2,590	-60%	-$615K	0.01%	476
2023 Q4	$1.08M	Sell	4,323 -685	-14%	-$146K	0.02%	383
2023 Q3	$984K	Sell	5,008 -1,849	-27%	-$419K	0.02%	374
2023 Q2	$1.66M	Sell	6,857 -1,202	-15%	-$301K	0.04%	288
2023 Q1	$2.04M	Sell	8,059 -1,052	-12%	-$255K	0.05%	263
2022 Q4	$2.27M	Sell	9,111 -1,990	-18%	-$439K	0.06%	249
2022 Q3	$2.24M	Sell	11,101 -4,284	-28%	-$1.02M	0.06%	263
2022 Q2	$3.78M	Sell	15,385 -1,407	-8%	-$410K	0.1%	215
2022 Q1	$5.96M	Sell	16,792 -116	-0.7%	-$38.2K	0.13%	185
2021 Q4	$5.55M	Buy	+16,908	New	+$5.75M	0.11%	211

Other funds holding TFX

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Congress Wealth Management's TFX Position: Q1 2025 in Review

Congress Wealth Management sold out of Teleflex (TFX) in Q1 2025, closing a stake of 1,390 shares — an estimated $247K sold.

Congress Wealth Management first reported a position in TFX in Q4 2021 and held it in 13 quarters. The position peaked at $5.96M in Q1 2022. 423 funds tracked by Wall St. Rank hold TFX as of Q1 2025.

Congress Wealth Management reported no remaining Teleflex position as of Q1 2025 after selling out during the quarter.
Congress Wealth Management sold 1,390 Teleflex shares in Q1 2025, an estimated $247K.
Congress Wealth Management first reported a position in Teleflex in Q4 2021 and held it in 13 quarters.
Congress Wealth Management's Teleflex position peaked at $5.96M in Q1 2022.
423 funds tracked by Wall St. Rank held Teleflex as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.