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
Q2 		$1.89M Buy
102,530
+14,080
+16% +$256K ﹤0.01% 4883
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
-4,200
-11% -$68.5K ﹤0.01% 5236
2023
Q4 		$633K Buy
36,764
+11,930
+48% +$162K ﹤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 $123B AUM 45.23% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley's VEL Position: Q2 2026 in Review

Morgan Stanley increased its Velocity Financial (VEL) stake by 16% in Q2 2026, buying an estimated $256K and bringing the position to 102,530 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #4883.

Morgan Stanley first reported a position in VEL in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.19M in Q4 2025. 99 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • Morgan Stanley held 102,530 shares of Velocity Financial worth $1.89M as of Q2 2026.
  • Morgan Stanley bought 14,080 Velocity Financial shares in Q2 2026, an estimated $256K.
  • Velocity Financial made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4883 holding.
  • Morgan Stanley first reported a position in Velocity Financial in Q1 2020 and has held it in 26 quarters since.
  • Morgan Stanley's Velocity Financial position peaked at $2.19M in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.