MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

VEL — Velocity Financial, Inc.

Top Portfolio Positions

5,260 positions · $1,251,003,247,930 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	244,474,722	$62,045,239,682	4.96%
NVDA	Nvidia Corp Technology	342,954,346	$59,811,237,934	4.78%
MSFT	Microsoft Corp Technology	124,881,288	$46,227,306,365	3.70%
AMZN	Amazon Com Inc Consumer Cyclical	173,925,856	$36,223,538,016	2.90%
GOOGL	Alphabet Inc. Communication Services	120,955,598	$34,781,991,748	2.78%
SPY	Spdr S&P 500 ETF Trust	40,502,730	$26,340,545,421	2.11%
AVGO	Broadcom Inc. Technology	75,935,152	$23,502,688,883	1.88%
META	Meta Platforms, Inc. Communication Services	38,078,962	$21,786,116,518	1.74%
JPM	Jpmorgan Chase & Co Financial Services	68,544,442	$20,163,033,047	1.61%
TSLA	Tesla, Inc. Consumer Cyclical	39,177,400	$14,564,198,442	1.16%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,600,058	88,450	-16.2%	Shares	Defined	2026-05-15
2025-12-31	$2,190,737	105,527	+2.7%	Shares	Defined	2026-05-27
2025-09-30	$1,864,716	102,796	+11.0%	Shares	Defined	2026-05-27
2025-06-30	$1,716,523	92,585	+22.6%	Shares	Defined	2025-08-15
2025-03-31	$1,412,733	75,507	+13.9%	Shares	Defined	2025-05-15
2024-12-31	$1,296,611	66,289	+7.4%	Shares	Defined	2025-05-15
2024-09-30	$1,209,796	61,693	+26.8%	Shares	Defined	2025-05-14
2024-06-30	$872,236	48,647	+49.4%	Shares	Defined	2025-05-14
2024-03-31	$586,152	32,564	-11.4%	Shares	Defined	2024-10-17
2023-12-31	$633,074	36,764	+48.0%	Shares	Defined	2024-08-16
2023-09-30	$280,622	24,834	-25.5%	Shares	Defined	2023-11-15
2023-06-30	$384,477	33,346	+6.0%	Shares	Defined	2023-08-14
2023-03-31	$284,072	31,459	+36.4%	Shares	Defined	2023-05-15
2022-12-31	$222,630	23,071	-1.6%	Shares	Defined	2023-02-14
2022-09-30	$254,226	23,453	-3.5%	Shares	Defined	2022-11-14
2022-06-30	$267,219	24,315	+0.7%	Shares	Defined	2022-10-27
2022-03-31	$264,188	24,149	+38.7%	Shares	Defined	2022-10-27
2021-12-31	$238,460	17,406	+2.6%	Shares	Defined	2022-02-14
2021-09-30	$223,257	16,965	+8.8%	Shares	Defined	2021-11-15
2021-06-30	$194,681	15,587	+2.7%	Shares	Defined	2021-08-23
2021-03-31	$134,655	15,181	-41.1%	Shares	Defined	2021-05-17
2020-12-31	$160,633	25,784	-42.6%	Shares	Defined	2021-02-16
2020-09-30	$225,553	44,931	+25.2%	Shares	Defined	2020-11-13
2020-06-30	$141,733	35,882	+164.1%	Shares	Defined	2020-08-14
2020-03-31	$102,286	13,584	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.