VarCov Co’s Disc Medicine IRON Stock Holding History

VarCov Co’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	-5,327	Closed	-$423K	–	503
2025 Q4	$423K	Buy	+5,327	New	+$450K	0.17%	211

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

VarCov Co's IRON Position: Q1 2026 in Review

VarCov Co sold out of Disc Medicine (IRON) in Q1 2026, closing a stake of 5,327 shares — an estimated $423K sold.

VarCov Co first reported a position in IRON in Q4 2025 and held it in 1 quarter. The position peaked at $423K in Q4 2025. 203 funds tracked by Wall St. Rank hold IRON as of Q1 2026.

VarCov Co reported no remaining Disc Medicine position as of Q1 2026 after selling out during the quarter.
VarCov Co sold 5,327 Disc Medicine shares in Q1 2026, an estimated $423K.
VarCov Co first reported a position in Disc Medicine in Q4 2025 and held it in 1 quarter.
VarCov Co's Disc Medicine position peaked at $423K in Q4 2025.
203 funds tracked by Wall St. Rank held Disc Medicine as of Q1 2026.

Based on VarCov Co's 13F filing for Q1 2026, filed 15 May 2026.