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OrbiMed’s Disc Medicine IRON Stock Holding History

OrbiMed’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 		$26.2M Sell
357,535
-710,015
-67% -$48.8M 0.48% 55
2026
Q1 		$68.3M Hold
1,067,550
– – 1.35% 20
2025
Q4 		$84.8M Sell
1,067,550
-347,470
-25% -$29.4M 1.73% 16
2025
Q3 		$93.5M Hold
1,415,020
– – 2.2% 13
2025
Q2 		$74.9M Hold
1,415,020
– – 1.87% 17
2025
Q1 		$70.2M Sell
1,415,020
-370,551
-21% -$20.6M 1.67% 19
2024
Q4 		$113M Hold
1,785,571
– – 2.33% 11
2024
Q3 		$87.7M Hold
1,785,571
– – 1.59% 18
2024
Q2 		$80.5M Buy
1,785,571
+83,334
+5% +$2.83M 1.59% 16
2024
Q1 		$106M Hold
1,702,237
– – 1.94% 13
2023
Q4 		$98.3M Sell
1,702,237
-567,400
-25% -$29.1M 1.96% 13
2023
Q3 		$107M Hold
2,269,637
– – 2.27% 9
2023
Q2 		$101M Hold
2,269,637
– – 1.83% 14
2023
Q1 		$48.1M Buy
2,269,637
+108,696
+5% +$2.42M 0.94% 36
2022
Q4 		$43M Buy
2,160,941
+1,966,734
+1,013% +$97.9M 0.82% 46
2022
Q3 		$9.55M Hold
194,207
– – 0.18% 87
2022
Q2 		$9.85M Hold
194,207
– – 0.18% 90
2022
Q1 		$8.1M Hold
194,207
– – 0.13% 106
2021
Q4 		$17M Hold
194,207
– – 0.22% 93
2021
Q3 		$23.5M Hold
194,207
– – 0.26% 88
2021
Q2 		$37.7M Hold
194,207
– – 0.38% 69
2021
Q1 		$78.9M Buy
+194,207
New +$86.6M 0.74% 41

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

OrbiMed's IRON Position: Q2 2026 in Review

OrbiMed reduced its Disc Medicine (IRON) stake by 67% in Q2 2026, selling an estimated $48.8M and leaving 357,535 shares worth $26.2M. The position accounts for 0.48% of the portfolio, ranked #55.

OrbiMed first reported a position in IRON in Q1 2021 and has held it in 22 quarters since. The position peaked at $113M in Q4 2024. 216 funds tracked by Wall St. Rank hold IRON as of Q2 2026.

  • OrbiMed held 357,535 shares of Disc Medicine worth $26.2M as of Q2 2026.
  • OrbiMed sold 710,015 Disc Medicine shares in Q2 2026, an estimated $48.8M.
  • Disc Medicine made up 0.48% of OrbiMed's portfolio in Q2 2026, its #55 holding.
  • OrbiMed first reported a position in Disc Medicine in Q1 2021 and has held it in 22 quarters since.
  • OrbiMed's Disc Medicine position peaked at $113M in Q4 2024.
  • 216 funds tracked by Wall St. Rank held Disc Medicine as of Q2 2026.

Based on OrbiMed's 13F filing for Q2 2026, filed 14 Aug 2026.