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Mowery & Schoenfeld Wealth Management’s Teleflex TFX Stock Holding History

Mowery & Schoenfeld 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
-7
Closed -$1.25K – 557
2024
Q4 		$1.25K Buy
+7
New +$1.44K ﹤0.01% 437

Other funds holding TFX

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's TFX Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Teleflex (TFX) in Q1 2025, closing a stake of 7 shares — an estimated $1.25K sold.

Mowery & Schoenfeld Wealth Management first reported a position in TFX in Q4 2024 and held it in 1 quarter. The position peaked at $1.25K in Q4 2024. 422 funds tracked by Wall St. Rank hold TFX as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Teleflex position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 7 Teleflex shares in Q1 2025, an estimated $1.25K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Teleflex in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Teleflex position peaked at $1.25K in Q4 2024.
  • 422 funds tracked by Wall St. Rank held Teleflex as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.