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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
Q2 		$10.7M Buy
146,239
+67,919
+87% +$4.67M 0.55% 40
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
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

Sofinnova Investments's IRON Position: Q2 2026 in Review

Sofinnova Investments increased its Disc Medicine (IRON) stake by 87% in Q2 2026, buying an estimated $4.67M and bringing the position to 146,239 shares worth $10.7M. The position accounts for 0.55% of the portfolio, ranked #40.

Sofinnova Investments first reported a position in IRON in Q1 2024 and has held it in 10 quarters since. 216 funds tracked by Wall St. Rank hold IRON as of Q2 2026.

  • Sofinnova Investments held 146,239 shares of Disc Medicine worth $10.7M as of Q2 2026.
  • Sofinnova Investments bought 67,919 Disc Medicine shares in Q2 2026, an estimated $4.67M.
  • Disc Medicine made up 0.55% of Sofinnova Investments's portfolio in Q2 2026, its #40 holding.
  • Sofinnova Investments first reported a position in Disc Medicine in Q1 2024 and has held it in 10 quarters since.
  • 216 funds tracked by Wall St. Rank held Disc Medicine as of Q2 2026.

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