PAI
IRON icon

Palo Alto Investors’s Disc Medicine IRON Stock Holding History

Palo Alto Investors’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 		$25.7M Buy
401,719
+84,263
+27% +$5.85M 3.93% 10
2025
Q4 		$25.2M Buy
317,456
+93,156
+42% +$7.87M 3.51% 10
2025
Q3 		$14.8M Buy
224,300
+78,609
+54% +$4.68M 2.74% 12
2025
Q2 		$7.72M Buy
+145,691
New +$6.84M 1.64% 14

Other funds holding IRON

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 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 $535B AUM 26.23% 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 $865B AUM 30.76% 1-Year Est. Return
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

Palo Alto Investors's IRON Position: Q1 2026 in Review

Palo Alto Investors increased its Disc Medicine (IRON) stake by 27% in Q1 2026, buying an estimated $5.85M and bringing the position to 401,719 shares worth $25.7M. The position accounts for 3.93% of the portfolio, ranked #10.

Palo Alto Investors first reported a position in IRON in Q2 2025 and has held it in 4 quarters since. 203 funds tracked by Wall St. Rank hold IRON as of Q1 2026.

  • Palo Alto Investors held 401,719 shares of Disc Medicine worth $25.7M as of Q1 2026.
  • Palo Alto Investors bought 84,263 Disc Medicine shares in Q1 2026, an estimated $5.85M.
  • Disc Medicine made up 3.93% of Palo Alto Investors's portfolio in Q1 2026, its #10 holding.
  • Palo Alto Investors first reported a position in Disc Medicine in Q2 2025 and has held it in 4 quarters since.
  • 203 funds tracked by Wall St. Rank held Disc Medicine as of Q1 2026.

Based on Palo Alto Investors's 13F filing for Q1 2026, filed 15 May 2026.