Frazier Life Sciences Management’s Disc Medicine IRON Stock Holding History

Frazier Life Sciences Management’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	$99.1M	Hold	1,354,852	–	–	2.16%	12
2026 Q1	$86.6M	Buy	1,354,852 +94,852	+8%	+$6.58M	2.23%	13
2025 Q4	$100M	Sell	1,260,000 -178,534	-12%	-$15.1M	2.69%	10
2025 Q3	$95.1M	Sell	1,438,534 -216,300	-13%	-$12.9M	2.85%	10
2025 Q2	$87.6M	Sell	1,654,834 -100,000	-6%	-$4.7M	3.5%	8
2025 Q1	$87.1M	Hold	1,754,834	–	–	3.98%	7
2024 Q4	$111M	Hold	1,754,834	–	–	4.62%	6
2024 Q3	$86.2M	Hold	1,754,834	–	–	3.46%	10
2024 Q2	$79.1M	Buy	1,754,834 +969,834	+124%	+$33M	3.7%	9
2024 Q1	$48.9M	Hold	785,000	–	–	2.06%	15
2023 Q4	$45.3M	Buy	785,000 +130,000	+20%	+$6.66M	2.42%	13
2023 Q3	$30.8M	Hold	655,000	–	–	2.04%	15
2023 Q2	$29.1M	Buy	+655,000	New	+$23.2M	1.74%	16

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 $3.37T AUM 44.26% 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

Frazier Life Sciences Management's IRON Position: Q2 2026 in Review

Frazier Life Sciences Management held its Disc Medicine (IRON) position steady in Q2 2026 at 1,354,852 shares worth $99.1M. The position accounts for 2.16% of the portfolio, ranked #12.

Frazier Life Sciences Management first reported a position in IRON in Q2 2023 and has held it in 13 quarters since. The position peaked at $111M in Q4 2024. 216 funds tracked by Wall St. Rank hold IRON as of Q2 2026.

Frazier Life Sciences Management held 1,354,852 shares of Disc Medicine worth $99.1M as of Q2 2026.
Frazier Life Sciences Management left its Disc Medicine share count unchanged in Q2 2026.
Disc Medicine made up 2.16% of Frazier Life Sciences Management's portfolio in Q2 2026, its #12 holding.
Frazier Life Sciences Management first reported a position in Disc Medicine in Q2 2023 and has held it in 13 quarters since.
Frazier Life Sciences Management's Disc Medicine position peaked at $111M in Q4 2024.
216 funds tracked by Wall St. Rank held Disc Medicine as of Q2 2026.

Based on Frazier Life Sciences Management's 13F filing for Q2 2026, filed 14 Aug 2026.