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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Speece Thorson Capital Group's TFX Position: Q1 2026 in Review

Speece Thorson Capital Group increased its Teleflex (TFX) stake by 27% in Q1 2026, buying an estimated $2.5M and bringing the position to 106,277 shares worth $12.7M. The position accounts for 2.9% of the portfolio, ranked #19.

Speece Thorson Capital Group first reported a position in TFX in Q1 2023 and has held it in 13 quarters since. The position peaked at $13M in Q4 2024. 364 funds tracked by Wall St. Rank hold TFX as of Q1 2026.

Speece Thorson Capital Group held 106,277 shares of Teleflex worth $12.7M as of Q1 2026.
Speece Thorson Capital Group bought 22,676 Teleflex shares in Q1 2026, an estimated $2.5M.
Teleflex made up 2.9% of Speece Thorson Capital Group's portfolio in Q1 2026, its #19 holding.
Speece Thorson Capital Group first reported a position in Teleflex in Q1 2023 and has held it in 13 quarters since.
Speece Thorson Capital Group's Teleflex position peaked at $13M in Q4 2024.
364 funds tracked by Wall St. Rank held Teleflex as of Q1 2026.

Based on Speece Thorson Capital Group's 13F filing for Q1 2026, filed 29 Apr 2026.