Intuit Shares Purchased by Waverton Investment Management

Waverton Investment Management boosts stake in financial software company Intuit Inc.

Published on Mar. 2, 2026

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Waverton Investment Management Ltd. increased its holdings in shares of Intuit Inc. (NASDAQ:INTU) by 11.8% during the 3rd quarter, according to a recent regulatory filing. Waverton Investment Management now owns 330,193 shares of the software maker's stock, valued at approximately $225.4 million.

Why it matters

Intuit is a major player in the financial software industry, known for products like QuickBooks, TurboTax, and Mint. The increase in Waverton's stake suggests the investment firm sees continued growth potential in Intuit's business and stock performance.

The details

Waverton Investment Management purchased an additional 34,880 shares of Intuit during the third quarter, bringing its total holdings to 330,193 shares. Intuit accounts for approximately 2.9% of Waverton's investment portfolio, making it the firm's 20th largest holding.

  • Waverton Investment Management increased its Intuit holdings during the 3rd quarter of 2026.

The players

Waverton Investment Management Ltd

A UK-based investment management firm that has increased its stake in Intuit Inc.

Intuit Inc.

A financial software company headquartered in Mountain View, California, known for products like QuickBooks, TurboTax, and Mint.

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The takeaway

Waverton Investment Management's increased stake in Intuit suggests the firm sees continued growth potential in the financial software company, which has a diverse portfolio of popular products serving both businesses and individual consumers.