Capital & Planning LLC’s Disc Medicine IRON Stock Holding History

Capital & Planning LLC’s Portfolio IRON Stock Details IRON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6	Closed	-$384	–	91
2026 Q1	$384	Buy	+6	New	+$416	﹤0.01%	162

Other funds holding IRON

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

VPC

Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

AVLSA

Atlas Venture Life Science Advisors Cambridge, Massachusetts $881M AUM 160.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital & Planning LLC's IRON Position: Q2 2026 in Review

Capital & Planning LLC sold out of Disc Medicine (IRON) in Q2 2026, closing a stake of 6 shares — an estimated $384 sold.

Capital & Planning LLC first reported a position in IRON in Q1 2026 and held it in 1 quarter. The position peaked at $384 in Q1 2026. 216 funds tracked by Wall St. Rank hold IRON as of Q2 2026.

Capital & Planning LLC reported no remaining Disc Medicine position as of Q2 2026 after selling out during the quarter.
Capital & Planning LLC sold 6 Disc Medicine shares in Q2 2026, an estimated $384.
Capital & Planning LLC first reported a position in Disc Medicine in Q1 2026 and held it in 1 quarter.
Capital & Planning LLC's Disc Medicine position peaked at $384 in Q1 2026.
216 funds tracked by Wall St. Rank held Disc Medicine as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.