SEC 13F Intelligence

Waverton Investment Management Ltd / INTU

Waverton Investment Management Ltd’s Intuit Position

Does Waverton Investment Management Ltd own Intuit (INTU)? Not currently — the last reported position was 330.2K shares worth $225M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$225M
Q3 2025
Shares
330.2K
% of Portfolio
+2.90%
Quarters Held
28
position exited

Position History INTU

Reported value by quarter
Q4 ’18: $53MQ4 ’18Q1 ’19: $75MQ2 ’19: $81MQ3 ’19: $77MQ4 ’19: $78MQ4 ’19Q1 ’20: $69MQ2 ’20: $82MQ3 ’20: $90MQ4 ’20: $104MQ4 ’20Q1 ’21: $101MQ2 ’21: $129MQ3 ’21: $125MQ4 ’21: $149MQ4 ’21Q1 ’22: $118MQ2 ’22: $96MQ3 ’22: $105MQ4 ’22: $102,869Q4 ’22Q1 ’23: $115MQ2 ’23: $120MQ3 ’23: $134MQ4 ’23: $167MQ4 ’23Q1 ’24: $158MQ2 ’24: $163MQ3 ’24: $159MQ4 ’24: $166MQ4 ’24Q1 ’25: $180MQ2 ’25: $233MQ3 ’25: $225Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025330.2K$225M+2.90%
Q2 2025295.3K$233M+3.20%
Q1 2025293.0K$180M+2.78%
Q4 2024263.4K$166M+2.64%
Q3 2024256.6K$159M+2.62%
Q2 2024248.8K$163M+3.08%
Q1 2024243.3K$158M+3.29%
Q4 2023266.8K$167M+4.05%
Q3 2023262.5K$134M+3.88%
Q2 2023262.4K$120M+3.42%
Q1 2023257.5K$115M+3.54%
Q4 2022264.3K$102,869+3.78%
Q3 2022271.6K$105M+4.30%
Q2 2022250.1K$96M+3.75%
Q1 2022244.7K$118M+3.97%
Q4 2021232.2K$149M+4.74%
Q3 2021231.8K$125M+4.93%
Q2 2021264.2K$129M+5.03%
Q1 2021263.1K$101M+4.37%
Q4 2020273.5K$104M+4.79%
Q3 2020275.3K$90M+4.46%
Q2 2020275.3K$82M+4.42%
Q1 2020299.9K$69M+4.47%
Q4 2019296.3K$78M+4.01%
Q3 2019290.8K$77M+3.95%
Q2 2019309.0K$81M+4.07%
Q1 2019287.8K$75M+3.92%
Q4 2018269.3K$53M+3.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waverton Investment Management Ltd’s full portfolio or all institutional holders of INTU.