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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
Q1 		$384 Buy
+6
New +$416 ﹤0.01% 162

Other funds holding IRON

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $881M AUM 160.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

Capital & Planning LLC's IRON Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Disc Medicine (IRON) in Q1 2026: 6 shares worth $384. The stake represents ﹤0.01% of the portfolio and ranks #162 among its holdings.

203 funds tracked by Wall St. Rank hold IRON as of Q1 2026.

  • Capital & Planning LLC held 6 shares of Disc Medicine worth $384 as of Q1 2026.
  • Disc Medicine was a new Capital & Planning LLC position in Q1 2026.
  • Disc Medicine made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #162 holding.
  • 203 funds tracked by Wall St. Rank held Disc Medicine as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.