BALDWIN WEALTH PARTNERS LLC/MA TFX — Teleflex Inc. COM

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  20 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported Teleflex Inc. COM (TFX) in 20 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.1% in 2024 Q1. The latest visible filing shows TFX at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TFX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA's position in Teleflex Inc. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TFX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TFX stock page BALDWIN WEALTH PARTNERS LLC/MA fund profile BALDWIN WEALTH PARTNERS LLC/MA full holdings
How BALDWIN WEALTH PARTNERS LLC/MA held TFX — position size vs. price
% of Fund (quarterly)    TFX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 1,583 -270 -14.6% 0.01% $201K 2026-07-14 $130.16
2026 Q1 REDUCED 50.0% +6.9% ❌ 1,853 -1,850 -50.0% 0.02% $222K 2026-04-14 $124.89
2025 Q4 REDUCED 29.7% -1.7% ✅ 3,703 -1,567 -29.7% 0.03% $452K 2026-01-07 $125.84
2025 Q3 REDUCED — — — 5,270 -250 -4.5% 0.04% $645K 2025-10-14 $121.23
2025 Q2 REDUCED — — — 5,520 -90 -1.6% 0.04% $653K 2025-07-24 $114.88
2025 Q1 REDUCED — — — 5,610 -275 -4.7% 0.05% $775K 2025-04-14 $130.25
2024 Q4 REDUCED — — — 5,885 -30 -0.5% 0.07% $1.0M 2025-01-22 $177.79
2024 Q3 REDUCED — — — 5,915 -10 -0.2% 0.10% $1.5M 2024-10-16 $230.85
2024 Q2 REDUCED — — — 5,925 -175 -2.9% 0.10% $1.2M 2024-07-12 $216.15
2024 Q1 UNCHANGED — — — 6,100 — 0% 0.10% $1.4M 2024-04-12 $209.89
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TFX

As of 2026 Q2 — sorted by position size

Hummer Financial Advisory Services Inc 3Y 0.15% THOMPSON INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.11% Net Worth Advisory Group 0.06% Handelsbanken Fonder AB 3Y 7Y 0.01% GODSEY & GIBB, INC 3Y 7Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% ELEVATION WEALTH PARTNERS, LLC 0.0% GAMMA Investing LLC 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% LRI Investments, LLC 0.0%

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and TFX

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning TFX?

BALDWIN WEALTH PARTNERS LLC/MA reported TFX across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported TFX position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for TFX was 0.10% in 2024 Q1.

What is the latest reported TFX position on this page?

The most recent filing on this page is 2026 Q2, when BALDWIN WEALTH PARTNERS LLC/MA reported 1,583 shares, equal to 0.01% of portfolio, with an estimated market value of $201K.

What does the chart on this TFX ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly TFX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BALDWIN WEALTH PARTNERS LLC/MA time their TFX position?

Based on 13F filing dates vs. subsequent TFX price moves, BALDWIN WEALTH PARTNERS LLC/MA correctly timed 10 out of 14 reported position changes (71%). The annualised alpha on TFX relative to SPY over the holding period was -33.9%.

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