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Julian Baker’s Disc Medicine IRON Stock Holding History

Julian Baker’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 		$25.6M Hold
349,657
– – 0.13% 50
2026
Q1 		$22.4M Buy
349,657
+12,607
+4% +$875K 0.13% 48
2025
Q4 		$26.8M Hold
337,050
– – 0.16% 45
2025
Q3 		$22.3M Hold
337,050
– – 0.16% 45
2025
Q2 		$17.9M Buy
337,050
+260,000
+337% +$12.2M 0.17% 41
2025
Q1 		$3.82M Hold
77,050
– – 0.04% 65
2024
Q4 		$4.88M Buy
+77,050
New +$4.46M 0.05% 68

Other funds holding IRON

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Julian Baker's IRON Position: Q2 2026 in Review

Julian Baker held its Disc Medicine (IRON) position steady in Q2 2026 at 349,657 shares worth $25.6M. The position accounts for 0.13% of the portfolio, ranked #50.

Julian Baker first reported a position in IRON in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.8M in Q4 2025. 215 funds tracked by Wall St. Rank hold IRON as of Q2 2026.

  • Julian Baker held 349,657 shares of Disc Medicine worth $25.6M as of Q2 2026.
  • Julian Baker left its Disc Medicine share count unchanged in Q2 2026.
  • Disc Medicine made up 0.13% of Julian Baker's portfolio in Q2 2026, its #50 holding.
  • Julian Baker first reported a position in Disc Medicine in Q4 2024 and has held it in 7 quarters since.
  • Julian Baker's Disc Medicine position peaked at $26.8M in Q4 2025.
  • 215 funds tracked by Wall St. Rank held Disc Medicine as of Q2 2026.

Based on Baker Bros. Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.