IWA
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IVC Wealth Advisors’s Teleflex TFX Stock Holding History

IVC Wealth Advisors’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
Q4 		– Sell
-1,822
Closed -$223K – 192
2025
Q3 		$223K Sell
1,822
-30
-2% -$3.64K 0.1% 169
2025
Q2 		$219K Sell
1,852
-578
-24% -$72.9K 0.11% 161
2025
Q1 		$336K Sell
2,430
-340
-12% -$55.1K 0.18% 114
2024
Q4 		$493K Sell
2,770
-37
-1% -$7.6K 0.28% 72
2024
Q3 		$694K Sell
2,807
-150
-5% -$35K 0.38% 61
2024
Q2 		$622K Sell
2,957
-100
-3% -$21K 0.35% 65
2024
Q1 		$691K Hold
3,057
– – 0.4% 62
2023
Q4 		$762K Sell
3,057
-10
-0.3% -$2.14K 0.47% 53
2023
Q3 		$602K Buy
3,067
+275
+10% +$62.4K 0.4% 63
2023
Q2 		$676K Hold
2,792
– – 0.43% 65
2023
Q1 		$707K Buy
2,792
+60
+2% +$14.5K 0.5% 61
2022
Q4 		$682K Buy
2,732
+112
+4% +$24.7K 0.5% 58
2022
Q3 		$528K Buy
2,620
+105
+4% +$25.1K 0.43% 64
2022
Q2 		$618K Buy
2,515
+135
+6% +$39.3K 0.48% 59
2022
Q1 		$845K Buy
2,380
+400
+20% +$132K 0.56% 48
2021
Q4 		$650K Buy
1,980
+370
+23% +$126K 0.42% 61
2021
Q3 		$606K Hold
1,610
– – 0.42% 64
2021
Q2 		$647K Sell
1,610
-10
-0.6% -$4.1K 0.45% 61
2021
Q1 		$673K Hold
1,620
– – 0.53% 52
2020
Q4 		$667K Buy
+1,620
New +$598K 0.64% 46

Other funds holding TFX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return