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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
Q2 		$113M Buy
1,550,000
+850,000
+121% +$58.4M 2.65% 12
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 $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
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
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return

Vestal Point Capital's IRON Position: Q2 2026 in Review

Vestal Point Capital increased its Disc Medicine (IRON) stake by 121% in Q2 2026, buying an estimated $58.4M and bringing the position to 1,550,000 shares worth $113M. The position accounts for 2.65% of the portfolio, ranked #12.

Vestal Point Capital first reported a position in IRON in Q2 2025 and has held it in 5 quarters since. 216 funds tracked by Wall St. Rank hold IRON as of Q2 2026.

  • Vestal Point Capital held 1,550,000 shares of Disc Medicine worth $113M as of Q2 2026.
  • Vestal Point Capital bought 850,000 Disc Medicine shares in Q2 2026, an estimated $58.4M.
  • Disc Medicine made up 2.65% of Vestal Point Capital's portfolio in Q2 2026, its #12 holding.
  • Vestal Point Capital first reported a position in Disc Medicine in Q2 2025 and has held it in 5 quarters since.
  • 216 funds tracked by Wall St. Rank held Disc Medicine as of Q2 2026.

Based on Vestal Point Capital's 13F filing for Q2 2026, filed 14 Aug 2026.