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Steward Partners Investment Advisory’s Disc Medicine IRON Stock Holding History

Steward Partners Investment Advisory’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 		$33.8K Hold
528
– – ﹤0.01% 2981
2025
Q4 		$41.9K Sell
528
-5
-0.9% -$422 ﹤0.01% 2767
2025
Q3 		$35.2K Hold
533
– – ﹤0.01% 2784
2025
Q2 		$28.2K Buy
533
+8
+2% +$376 ﹤0.01% 2763
2025
Q1 		$26.1K Hold
525
– – ﹤0.01% 2683
2024
Q4 		$33.3K Buy
525
+125
+31% +$7.23K ﹤0.01% 2549
2024
Q3 		$19.7K Hold
400
– – ﹤0.01% 2667
2024
Q2 		$18K Hold
400
– – ﹤0.01% 2581
2024
Q1 		$24.9K Sell
400
-200
-33% -$13K ﹤0.01% 2430
2023
Q4 		$34.7K Buy
600
+200
+50% +$10.2K ﹤0.01% 2137
2023
Q3 		$18.8K Hold
400
– – ﹤0.01% 2336
2023
Q2 		$17.8K Buy
400
+100
+33% +$3.55K ﹤0.01% 2349
2023
Q1 		$6.36K Buy
+300
New +$6.68K ﹤0.01% 2705

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 $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 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