Sofinnova Investments’s Disc Medicine IRON Stock Holding History

Sofinnova Investments’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	$5.01M	Sell	78,320 -32,690	-29%	-$2.27M	0.19%	56
2025 Q4	$8.82M	Buy	111,010 +97,457	+719%	+$8.23M	0.38%	43
2025 Q3	$896K	Buy	13,553 +6,241	+85%	+$371K	0.05%	58
2025 Q2	$387K	Sell	7,312 -173	-2%	-$8.13K	0.02%	63
2025 Q1	$372K	Sell	7,485 -15,267	-67%	-$849K	0.02%	64
2024 Q4	$1.44M	Sell	22,752 -18,600	-45%	-$1.08M	0.11%	52
2024 Q3	$2.03M	Buy	41,352 +12,096	+41%	+$568K	0.16%	50
2024 Q2	$1.32M	Buy	29,256 +23,083	+374%	+$784K	0.07%	66
2024 Q1	$384K	Buy	+6,173	New	+$400K	0.02%	68

Other funds holding IRON

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Sofinnova Investments's IRON Position: Q1 2026 in Review

Sofinnova Investments reduced its Disc Medicine (IRON) stake by 29% in Q1 2026, selling an estimated $2.27M and leaving 78,320 shares worth $5.01M. The position accounts for 0.19% of the portfolio, ranked #56.

Sofinnova Investments first reported a position in IRON in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.82M in Q4 2025. 203 funds tracked by Wall St. Rank hold IRON as of Q1 2026.

Sofinnova Investments held 78,320 shares of Disc Medicine worth $5.01M as of Q1 2026.
Sofinnova Investments sold 32,690 Disc Medicine shares in Q1 2026, an estimated $2.27M.
Disc Medicine made up 0.19% of Sofinnova Investments's portfolio in Q1 2026, its #56 holding.
Sofinnova Investments first reported a position in Disc Medicine in Q1 2024 and has held it in 9 quarters since.
Sofinnova Investments's Disc Medicine position peaked at $8.82M in Q4 2025.
203 funds tracked by Wall St. Rank held Disc Medicine as of Q1 2026.

Based on Sofinnova Investments's 13F filing for Q1 2026, filed 15 May 2026.