Spire Wealth Management’s Teleflex TFX Stock Holding History

Spire 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 Q4	–	Sell	-9	Closed	-$1.1K	–	2474
2025 Q3	$1.1K	Buy	+9	New	+$1.09K	﹤0.01%	2259
2025 Q2	–	Sell	-16	Closed	-$2.21K	–	2561
2025 Q1	$2.21K	Buy	16 +6	+60%	+$972	﹤0.01%	2263
2024 Q4	$1.78K	Sell	10 -8	-44%	-$1.64K	﹤0.01%	2277
2024 Q3	$4.45K	Buy	18 +4	+29%	+$934	﹤0.01%	1846
2024 Q2	$2.94K	Buy	14 +9	+180%	+$1.89K	﹤0.01%	1935
2024 Q1	$1.13K	Sell	5 -2	-29%	-$475	﹤0.01%	2189
2023 Q4	$1.73K	Buy	7 +2	+40%	+$427	﹤0.01%	2169
2023 Q3	$982	Buy	+5	New	+$1.13K	﹤0.01%	2252
2023 Q1	–	Sell	-3	Closed	-$1K	–	2595
2022 Q4	$1K	Buy	+3	New	+$662	﹤0.01%	2254
2022 Q3	–	Sell	-5	Closed	-$1K	–	2579
2022 Q2	$1K	Buy	+5	New	+$1.46K	﹤0.01%	2581
2022 Q1	–	Sell	-120	Closed	-$40K	–	2852
2021 Q4	$40K	Buy	120 +117	+3,900%	+$39.8K	﹤0.01%	1826
2021 Q3	$1K	Sell	3 -50	-94%	-$19.5K	﹤0.01%	2545
2021 Q2	$21K	Sell	53 -185	-78%	-$75.8K	﹤0.01%	1854
2021 Q1	$99K	Buy	+238	New	+$95.3K	﹤0.01%	1409

Other funds holding TFX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 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

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