Morgan Stanley
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Morgan Stanley’s Velocity Financial VEL Stock Holding History

Morgan Stanley’s Portfolio VEL Stock Details VEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.6M Sell
88,450
-17,077
-16% -$323K ﹤0.01% 4895
2025
Q4 		$2.19M Buy
105,527
+2,731
+3% +$51.3K ﹤0.01% 4742
2025
Q3 		$1.86M Buy
102,796
+10,211
+11% +$186K ﹤0.01% 4831
2025
Q2 		$1.72M Buy
92,585
+17,078
+23% +$299K ﹤0.01% 4800
2025
Q1 		$1.41M Buy
75,507
+9,218
+14% +$173K ﹤0.01% 4815
2024
Q4 		$1.3M Buy
66,289
+4,596
+7% +$91.3K ﹤0.01% 4954
2024
Q3 		$1.21M Buy
61,693
+13,046
+27% +$246K ﹤0.01% 4935
2024
Q2 		$872K Buy
48,647
+16,083
+49% +$284K ﹤0.01% 5041
2024
Q1 		$586K Sell
32,564
-40,964
-56% -$668K ﹤0.01% 5236
2023
Q4 		$1.27M Buy
73,528
+48,694
+196% +$660K ﹤0.01% 5191
2023
Q3 		$281K Sell
24,834
-8,512
-26% -$104K ﹤0.01% 5433
2023
Q2 		$384K Buy
33,346
+1,887
+6% +$18.2K ﹤0.01% 5348
2023
Q1 		$284K Buy
31,459
+8,388
+36% +$80.1K ﹤0.01% 5540
2022
Q4 		$223K Sell
23,071
-382
-2% -$3.83K ﹤0.01% 5624
2022
Q3 		$253K Sell
23,453
-862
-4% -$9.88K ﹤0.01% 5613
2022
Q2 		$268K Buy
24,315
+166
+0.7% +$1.76K ﹤0.01% 5747
2022
Q1 		$264K Buy
24,149
+6,743
+39% +$83K ﹤0.01% 5772
2021
Q4 		$237K Buy
17,406
+441
+3% +$5.68K ﹤0.01% 5977
2021
Q3 		$223K Buy
16,965
+1,378
+9% +$17.6K ﹤0.01% 5943
2021
Q2 		$194K Buy
15,587
+406
+3% +$4.31K ﹤0.01% 6032
2021
Q1 		$135K Sell
15,181
-10,603
-41% -$81.1K ﹤0.01% 5867
2020
Q4 		$160K Sell
25,784
-19,147
-43% -$105K ﹤0.01% 5703
2020
Q3 		$225K Buy
44,931
+9,049
+25% +$39.9K ﹤0.01% 5048
2020
Q2 		$142K Buy
35,882
+22,298
+164% +$83.8K ﹤0.01% 5234
2020
Q1 		$102K Buy
+13,584
New +$158K ﹤0.01% 5176

Other funds holding VEL

SPG
Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley's VEL Position: Q1 2026 in Review

Morgan Stanley reduced its Velocity Financial (VEL) stake by 16% in Q1 2026, selling an estimated $323K and leaving 88,450 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #4895.

Morgan Stanley first reported a position in VEL in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.19M in Q4 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • Morgan Stanley held 88,450 shares of Velocity Financial worth $1.6M as of Q1 2026.
  • Morgan Stanley sold 17,077 Velocity Financial shares in Q1 2026, an estimated $323K.
  • Velocity Financial made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4895 holding.
  • Morgan Stanley first reported a position in Velocity Financial in Q1 2020 and has held it in 25 quarters since.
  • Morgan Stanley's Velocity Financial position peaked at $2.19M in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.