True Wealth Design’s Teleflex TFX Stock Holding History

True Wealth Design’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	$7.13K	Sell	57 -74	-56%	-$9.88K	﹤0.01%	1203
2026 Q2	$16.6K	Buy	131 +6	+5%	+$768	﹤0.01%	881
2026 Q1	$15K	Sell	125 -746	-86%	-$82.2K	﹤0.01%	830
2025 Q4	$106K	Sell	871 -261	-23%	-$31.6K	0.03%	175
2025 Q3	$138K	Buy	1,132 +819	+262%	+$99.3K	0.04%	111
2025 Q2	$37K	Buy	313 +310	+10,333%	+$39.1K	0.01%	253
2025 Q1	$415	Sell	3 -268	-99%	-$43.4K	﹤0.01%	1623
2024 Q4	$48.2K	Buy	271 +104	+62%	+$21.4K	0.02%	167
2024 Q3	$41.3K	Buy	167 +166	+16,600%	+$38.8K	0.02%	172
2024 Q2	$211	Sell	1 -1	-50%	-$210	﹤0.01%	742
2024 Q1	$453	Buy	2 +1	+100%	+$238	﹤0.01%	645
2023 Q4	$250	Hold	1	–	–	﹤0.01%	644
2023 Q3	$197	Hold	1	–	–	﹤0.01%	646
2023 Q2	$243	Hold	1	–	–	﹤0.01%	623
2023 Q1	$254	Hold	1	–	–	﹤0.01%	685
2022 Q4	$250	Buy	+1	New	+$221	﹤0.01%	619

Other funds holding TFX

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

UIM

Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

True Wealth Design's TFX Position: Q3 2026 in Review

True Wealth Design reduced its Teleflex (TFX) stake by 56% in Q3 2026, selling an estimated $9.88K and leaving 57 shares worth $7.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

True Wealth Design first reported a position in TFX in Q4 2022 and has held it in 16 quarters since. The position peaked at $138K in Q3 2025. 30 funds tracked by Wall St. Rank hold TFX as of Q3 2026.

True Wealth Design held 57 shares of Teleflex worth $7.13K as of Q3 2026.
True Wealth Design sold 74 Teleflex shares in Q3 2026, an estimated $9.88K.
Teleflex made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1203 holding.
True Wealth Design first reported a position in Teleflex in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's Teleflex position peaked at $138K in Q3 2025.
30 funds tracked by Wall St. Rank held Teleflex as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.