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Speece Thorson Capital Group’s Teleflex TFX Stock Holding History

Speece Thorson Capital Group’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
Q2 		$13.2M Sell
104,065
-2,212
-2% -$283K 2.82% 18
2026
Q1 		$12.7M Buy
106,277
+22,676
+27% +$2.5M 2.9% 19
2025
Q4 		$10.2M Sell
83,601
-5,156
-6% -$625K 2.21% 27
2025
Q3 		$10.9M Sell
88,757
-1,086
-1% -$132K 2.17% 29
2025
Q2 		$10.6M Buy
89,843
+2,096
+2% +$264K 2.17% 28
2025
Q1 		$12.1M Buy
87,747
+14,969
+21% +$2.42M 2.5% 21
2024
Q4 		$13M Buy
72,778
+24,874
+52% +$5.11M 2.56% 22
2024
Q3 		$11.8M Sell
47,904
-142
-0.3% -$33.1K 2.19% 26
2024
Q2 		$10.1M Buy
48,046
+11,925
+33% +$2.5M 2.07% 28
2024
Q1 		$8.17M Buy
36,121
+7,666
+27% +$1.82M 1.58% 35
2023
Q4 		$7.09M Buy
28,455
+274
+1% +$58.6K 1.45% 35
2023
Q3 		$5.54M Buy
28,181
+9,239
+49% +$2.1M 1.22% 37
2023
Q2 		$4.58M Sell
18,942
-213
-1% -$53.3K 0.94% 37
2023
Q1 		$4.85M Buy
+19,155
New +$4.64M 1.02% 37

Other funds holding TFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Speece Thorson Capital Group's TFX Position: Q2 2026 in Review

Speece Thorson Capital Group reduced its Teleflex (TFX) stake by 2.1% in Q2 2026, selling an estimated $283K and leaving 104,065 shares worth $13.2M. The position accounts for 2.82% of the portfolio, ranked #18.

Speece Thorson Capital Group first reported a position in TFX in Q1 2023 and has held it in 14 quarters since. 383 funds tracked by Wall St. Rank hold TFX as of Q2 2026.

  • Speece Thorson Capital Group held 104,065 shares of Teleflex worth $13.2M as of Q2 2026.
  • Speece Thorson Capital Group sold 2,212 Teleflex shares in Q2 2026, an estimated $283K.
  • Teleflex made up 2.82% of Speece Thorson Capital Group's portfolio in Q2 2026, its #18 holding.
  • Speece Thorson Capital Group first reported a position in Teleflex in Q1 2023 and has held it in 14 quarters since.
  • 383 funds tracked by Wall St. Rank held Teleflex as of Q2 2026.

Based on Speece Thorson Capital Group's 13F filing for Q2 2026, filed 4 Aug 2026.