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Adviser Managed Trust 2025-2026: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Adviser Managed Trust voted AGAINST or withheld on, and a shareholder proposal it voted FOR. One row is one proposal at one meeting; “funds” is how many of the manager’s funds or accounts voted that way.

Everything Only shareholder proposals it backed

27 proposals. Every shareholder proposal Adviser Managed Trust backed in 2025-2026 is listed here.

Adviser Managed Trust, 2025-2026 proxy season. Who put a proposal on the ballot is taken from its N-PX category; see the method note on the overview page.
CompanyMeetingProposalCategory On the ballot fromAdviser Managed Trust votedFunds
Akamai Technologies, Inc. 2026-05-13 To vote upon a shareholder proposal requiring the Company to provide a report on political spending. Other Social Issues Shareholder FOR 1
Alphabet Inc. 2026-06-05 Shareholder proposal regarding a report on AI data usage oversight Other Social Issues Shareholder FOR 1
Alphabet Inc. 2026-06-05 Shareholder proposal regarding a report on AI-generated misinformation Other Social Issues Shareholder FOR 1
AutoNation, Inc. 2026-04-28 Adoption of stockholder proposal regarding GHG report. Environment or Climate Shareholder FOR 1
BJ's Wholesale Club Holdings, Inc. 2026-06-18 Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting. Environment or Climate Shareholder FOR 1
Berkshire Hathaway Inc. 2026-05-02 Shareholder proposal requesting that the company issue a report disclosing the board's oversight framework for workforce and human-capital management across its operating subsidiaries. Human Rights or Human Capital/workforce Shareholder FOR 1
Charter Communications, Inc. 2026-04-21 Stockholder proposal regarding political expenditures report. Other Social Issues Shareholder FOR 1
Dollar General Corporation 2026-05-28 To vote on a shareholder proposal asking the Board to report on the feasibility of adopting a comprehensive human rights policy stating the Company's commitment to respect human rights, in alignment with international human rights standards, throughout its operation and value chain. Human Rights or Human Capital/workforce Shareholder FOR 1
Eli Lilly and Company 2026-05-04 Shareholder proposal to prepare an annual lobbying report. Other Social Issues Shareholder FOR 1
Fastenal Company 2026-04-23 Shareholder proposal relating to an EEO-1 reporting disclosure policy, if properly presented at the annual meeting. Diversity, Equity, and Inclusion Shareholder FOR 1
HCA Healthcare, Inc. 2026-04-23 Stockholder proposal, if properly presented at the meeting, regarding a report on healthcare consequences. Other Social Issues Shareholder FOR 1
Knight-Swift Transportation Holdings Inc. 2026-05-12 Proposal No. 4: Vote on a stockholder proposal regarding transparency in political spending. Other Social Issues Shareholder FOR 1
Markel Group Inc. 2026-05-20 Shareholder proposal for a report on the Company's strategies and action plans to mitigate material environmental risks. Environment or Climate Shareholder FOR 1
Meta Platforms, Inc. 2026-05-27 A shareholder proposal regarding data protection impact assessment on generative AI chatbots. Other Social Issues Shareholder FOR 1
Meta Platforms, Inc. 2026-05-27 A shareholder proposal regarding report on AI data usage oversight. Other Social Issues Shareholder FOR 1
Meta Platforms, Inc. 2026-05-27 A shareholder proposal regarding report on addressing antisemitism and hate in online platforms. Diversity, Equity, and Inclusion Shareholder FOR 1
NVR, Inc. 2026-05-07 Shareholder proposal to disclose greenhouse gas emissions. Environment or Climate Shareholder FOR 1
O'Reilly Automotive, Inc. 2026-05-14 Shareholder proposal entitled "Avoid Brand Damage due to Corporate Political Spending. Other Social Issues Shareholder FOR 1
Otis Worldwide Corporation 2026-05-27 Shareholder proposal regarding reporting on political contributions and expenditures Other Social Issues Shareholder FOR 1
Palantir Technologies Inc. 2026-06-03 Stockholder proposal entitled "Political Spending Disclosure", if properly presented at the Annual Meeting. Other Social Issues Shareholder FOR 1
Pilgrim's Pride Corporation 2026-04-29 A stockholder proposal to provide a political spending disclosure. Other Social Issues Shareholder FOR 1
Sonoco Products Company 2026-04-15 Advisory (non-binding) shareholder proposal - avoid brand damage from political spending. Other Social Issues Shareholder FOR 1
Steel Dynamics, Inc. 2026-05-06 Shareholder proposal - avoid political spending brand damage Other Social Issues Shareholder FOR 1
The Goldman Sachs Group, Inc. 2026-04-29 Shareholder Proposal Regarding Lobbying Disclosure Other Social Issues Shareholder FOR 1
Tyler Technologies, Inc. 2026-05-05 Shareholder Proposal Regarding Political Spending. Other Social Issues Shareholder FOR 1
Tyson Foods, Inc. 2026-02-05 Shareholder proposal regarding report on the anticipated impact of recent changes in US immigration practices on the Company's finances and operations. Human Rights or Human Capital/workforce Shareholder FOR 1
Universal Health Services, Inc. 2026-05-20 Stockholder proposal to adopt a policy requiring Universal Health Services, Inc. to publicly disclose its workforce diversity, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder FOR 1

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Built 2026-09-27 from SEC Form N-PX filings.