Next Level Wealth Planning’s Teleflex TFX Stock Holding History

Next Level Wealth Planning’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 Q3	$37.5K	Buy	+300	New	+$40K	0.02%	199

Other funds holding TFX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Next Level Wealth Planning's TFX Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Teleflex (TFX) in Q3 2026: 300 shares worth $37.5K. The stake represents 0.02% of the portfolio and ranks #199 among its holdings.

158 funds tracked by Wall St. Rank hold TFX as of Q3 2026.

Next Level Wealth Planning held 300 shares of Teleflex worth $37.5K as of Q3 2026.
Teleflex was a new Next Level Wealth Planning position in Q3 2026.
Teleflex made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #199 holding.
158 funds tracked by Wall St. Rank held Teleflex as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.