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Summit Securities Group’s Disc Medicine IRON Stock Holding History

Summit Securities Group’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 		– Sell
-287
Closed -$18.4K – 1265
2026
Q1 		$18.4K Buy
+287
New +$19.9K ﹤0.01% 536
2024
Q4 		– Sell
-60
Closed -$3K – 768
2024
Q3 		$3K Buy
+60
New +$2.82K ﹤0.01% 457

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

Summit Securities Group's IRON Position: Q2 2026 in Review

Summit Securities Group sold out of Disc Medicine (IRON) in Q2 2026, closing a stake of 287 shares — an estimated $18.4K sold.

Summit Securities Group first reported a position in IRON in Q3 2024 and held it in 2 quarters. The position peaked at $18.4K in Q1 2026. 216 funds tracked by Wall St. Rank hold IRON as of Q2 2026.

  • Summit Securities Group reported no remaining Disc Medicine position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 287 Disc Medicine shares in Q2 2026, an estimated $18.4K.
  • Summit Securities Group first reported a position in Disc Medicine in Q3 2024 and held it in 2 quarters.
  • Summit Securities Group's Disc Medicine position peaked at $18.4K in Q1 2026.
  • 216 funds tracked by Wall St. Rank held Disc Medicine as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.