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Vestal Point Capital’s Disc Medicine IRON Stock Holding History

Vestal Point Capital’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 		$44.8M Sell
700,000
-35,000
-5% -$2.43M 1.25% 30
2025
Q4 		$58.4M Buy
735,000
+235,000
+47% +$19.9M 1.98% 18
2025
Q3 		$33M Buy
500,000
+360,000
+257% +$21.4M 1.49% 26
2025
Q2 		$7.41M Buy
+140,000
New +$6.58M 0.39% 47

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 $5.72T 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

Vestal Point Capital's IRON Position: Q1 2026 in Review

Vestal Point Capital reduced its Disc Medicine (IRON) stake by 4.8% in Q1 2026, selling an estimated $2.43M and leaving 700,000 shares worth $44.8M. The position accounts for 1.25% of the portfolio, ranked #30.

Vestal Point Capital first reported a position in IRON in Q2 2025 and has held it in 4 quarters since. The position peaked at $58.4M in Q4 2025. 203 funds tracked by Wall St. Rank hold IRON as of Q1 2026.

  • Vestal Point Capital held 700,000 shares of Disc Medicine worth $44.8M as of Q1 2026.
  • Vestal Point Capital sold 35,000 Disc Medicine shares in Q1 2026, an estimated $2.43M.
  • Disc Medicine made up 1.25% of Vestal Point Capital's portfolio in Q1 2026, its #30 holding.
  • Vestal Point Capital first reported a position in Disc Medicine in Q2 2025 and has held it in 4 quarters since.
  • Vestal Point Capital's Disc Medicine position peaked at $58.4M in Q4 2025.
  • 203 funds tracked by Wall St. Rank held Disc Medicine as of Q1 2026.

Based on Vestal Point Capital's 13F filing for Q1 2026, filed 15 May 2026.