Patient Square Capital’s Disc Medicine IRON Stock Holding History

Patient Square Capital’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	–	Sell	-74,000	Closed	-$5.88M	–	32
2025 Q4	$5.88M	Hold	74,000	–	–	1.26%	20
2025 Q3	$4.89M	Hold	74,000	–	–	1.31%	16
2025 Q2	$3.92M	Sell	74,000 -9,000	-11%	-$423K	1.41%	15
2025 Q1	$4.12M	Buy	83,000 +26,600	+47%	+$1.48M	1.7%	11
2024 Q4	$3.58M	Buy	+56,400	New	+$3.26M	1.34%	13

Other funds holding IRON

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 New York $6.73T AUM 46.02% 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

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 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

Patient Square Capital's IRON Position: Q1 2026 in Review

Patient Square Capital sold out of Disc Medicine (IRON) in Q1 2026, closing a stake of 74,000 shares — an estimated $5.88M sold.

Patient Square Capital first reported a position in IRON in Q4 2024 and held it in 5 quarters. The position peaked at $5.88M in Q4 2025. 203 funds tracked by Wall St. Rank hold IRON as of Q1 2026.

Patient Square Capital reported no remaining Disc Medicine position as of Q1 2026 after selling out during the quarter.
Patient Square Capital sold 74,000 Disc Medicine shares in Q1 2026, an estimated $5.88M.
Patient Square Capital first reported a position in Disc Medicine in Q4 2024 and held it in 5 quarters.
Patient Square Capital's Disc Medicine position peaked at $5.88M in Q4 2025.
203 funds tracked by Wall St. Rank held Disc Medicine as of Q1 2026.

Based on Patient Square Capital's 13F filing for Q1 2026, filed 15 May 2026.