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Venturi Wealth Management’s Teleflex TFX Stock Holding History

Venturi 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
Q1 		– Sell
-161
Closed -$28.7K – 1699
2024
Q4 		$28.7K Sell
161
-175
-52% -$35.9K ﹤0.01% 1179
2024
Q3 		$83.1K Buy
336
+48
+17% +$11.2K ﹤0.01% 617
2024
Q2 		$60.6K Buy
288
+124
+76% +$26K ﹤0.01% 617
2024
Q1 		$37.1K Sell
164
-20
-11% -$4.75K ﹤0.01% 570
2023
Q4 		$45.9K Buy
184
+46
+33% +$9.83K ﹤0.01% 501
2023
Q3 		$27.1K Buy
+138
New +$31.3K ﹤0.01% 557
2023
Q2 		– Sell
-74
Closed -$18.7K – 1272
2023
Q1 		$18.7K Buy
+74
New +$17.9K ﹤0.01% 608

Other funds holding TFX

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Venturi Wealth Management's TFX Position: Q1 2025 in Review

Venturi Wealth Management sold out of Teleflex (TFX) in Q1 2025, closing a stake of 161 shares — an estimated $28.7K sold.

Venturi Wealth Management first reported a position in TFX in Q1 2023 and held it in 7 quarters. The position peaked at $83.1K in Q3 2024. 422 funds tracked by Wall St. Rank hold TFX as of Q1 2025.

  • Venturi Wealth Management reported no remaining Teleflex position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 161 Teleflex shares in Q1 2025, an estimated $28.7K.
  • Venturi Wealth Management first reported a position in Teleflex in Q1 2023 and held it in 7 quarters.
  • Venturi Wealth Management's Teleflex position peaked at $83.1K in Q3 2024.
  • 422 funds tracked by Wall St. Rank held Teleflex as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.