Waterfront Wealth
TFX icon

Waterfront Wealth’s Teleflex TFX Stock Holding History

Waterfront Wealth’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 		$1.31M Sell
10,070
-1,806
-15% -$241K 0.21% 137
2026
Q2 		$1.61M Sell
11,876
-8,692
-42% -$1.11M 0.25% 112
2026
Q1 		$2.46M Buy
20,568
+3,769
+22% +$416K 0.45% 71
2025
Q4 		$1.76M Buy
+16,799
New +$2.04M 0.33% 89

Other funds holding TFX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Waterfront Wealth's TFX Position: Q3 2026 in Review

Waterfront Wealth reduced its Teleflex (TFX) stake by 15% in Q3 2026, selling an estimated $241K and leaving 10,070 shares worth $1.31M. The position accounts for 0.21% of the portfolio, ranked #137.

Waterfront Wealth first reported a position in TFX in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.46M in Q1 2026. 171 funds tracked by Wall St. Rank hold TFX as of Q3 2026.

  • Waterfront Wealth held 10,070 shares of Teleflex worth $1.31M as of Q3 2026.
  • Waterfront Wealth sold 1,806 Teleflex shares in Q3 2026, an estimated $241K.
  • Teleflex made up 0.21% of Waterfront Wealth's portfolio in Q3 2026, its #137 holding.
  • Waterfront Wealth first reported a position in Teleflex in Q4 2025 and has held it in 4 quarters since.
  • Waterfront Wealth's Teleflex position peaked at $2.46M in Q1 2026.
  • 171 funds tracked by Wall St. Rank held Teleflex as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.