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Managed Portfolio Series 2024-2025: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Managed Portfolio Series 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

28 proposals. Every shareholder proposal Managed Portfolio Series backed in 2024-2025 is listed here.

Managed Portfolio Series, 2024-2025 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 fromManaged Portfolio Series votedFunds
ALPHABET INC. 2025-06-06 Stockholder proposal regarding a human rights impact assessment of AI-driven targeted ad policies Human Rights or Human Capital/workforce Shareholder FOR 3
ALPHABET INC. 2025-06-06 Stockholder proposal regarding a report on AI data usage oversight Other Social Issues Shareholder FOR 3
NIKE, INC. 2024-09-10 To consider a shareholder proposal regarding Environmental Targets, if properly presented at the meeting. Environment or Climate Shareholder FOR 3
DARDEN RESTAURANTS, INC. 2024-09-18 To vote on a shareholder proposal requesting the Company disclose the percent of pork raised in group housing and establish targets for achieving 100% group housed pork if properly presented at the meeting. Environment or Climate Shareholder FOR 2
DARDEN RESTAURANTS, INC. 2024-09-18 To vote on a shareholder proposal requesting the Company issue a report on if and how it will reduce greenhouse gas emissions in alignment with the Paris Agreement's 1.5 degree goal if properly presented at the meeting. Environment or Climate Shareholder FOR 2
META PLATFORMS, INC. 2025-05-28 A shareholder proposal regarding report on AI data usage oversight. Other Social Issues Shareholder FOR 2
MICROCHIP TECHNOLOGY INCORPORATED 2024-08-20 Stockholder proposal requesting that our Board of Directors commission an independent third-party report, at reasonable expense and excluding proprietary information, on our due diligence process to determine whether our customers' use of our products contribute or are linked to violations of international law. Human Rights or Human Capital/workforce Shareholder FOR 2
NIKE, INC. 2024-09-10 To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder FOR 2
NIKE, INC. 2024-09-10 To consider a shareholder proposal regarding a Supply Chain Management Report, if properly presented at the meeting. Human Rights or Human Capital/workforce Shareholder FOR 2
A.O. SMITH CORPORATION 2025-04-08 Stockholder proposal requesting a Board report on our hiring practices with respect to formerly incarcerated people, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce Shareholder FOR 1
APPLE INC. 2025-02-25 A shareholder proposal entitled "Report on Costs and Benefits of Child Sex Abuse Material-Identifying Software & User Privacy" Other Social Issues Shareholder FOR 1
APPLE INC. 2025-02-25 A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage" Other Social Issues Shareholder FOR 1
Alphabet Inc. 2025-06-06 Stockholder proposal regarding a human rights impact assessment of Al-driven targeted ad policies Human Rights or Human Capital/workforce Shareholder FOR 1
Alphabet Inc. 2025-06-06 Stockholder proposal regarding a report on Al data usage oversight Other Social Issues Shareholder FOR 1
BJ'S WHOLESALE CLUB HOLDINGS, INC. 2025-06-19 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
CBOE GLOBAL MARKETS, INC. 2025-05-06 Stockholder proposal regarding political spending. Other Social Issues Shareholder FOR 1
DEERE & COMPANY 2025-02-26 Shareholder proposal on a civil rights audit Human Rights or Human Capital/workforce Shareholder FOR 1
DOLLAR GENERAL CORPORATION 2025-05-29 To vote on a shareholder proposal to adopt a comprehensive human rights policy. Human Rights or Human Capital/workforce Shareholder FOR 1
FEDEX CORPORATION 2024-09-23 Stockholder proposal regarding a Just Transition report. Environment or Climate Shareholder FOR 1
FEDEX CORPORATION 2024-09-23 Stockholder proposal regarding climate lobbying alignment with company's carbon neutral goals. Environment or Climate Shareholder FOR 1
IDEX CORPORATION 2025-05-08 Vote on a stockholder proposal regarding a report on hiring practices related to people with arrest or incarceration records. Human Rights or Human Capital/workforce Shareholder FOR 1
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC 2025-05-13 Vote on a stockholder proposal regarding support for transparency in political spending. Other Social Issues Shareholder FOR 1
META PLATFORMS, INC. 2025-05-28 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Human Rights or Human Capital/workforce Shareholder FOR 1
META PLATFORMS, INC. 2025-05-28 A shareholder proposal regarding report on data collection and advertising practices. Other Social Issues Shareholder FOR 1
META PLATFORMS, INC. 2025-05-28 A shareholder proposal regarding report on hate targeting marginalized communities. Other Social Issues Shareholder FOR 1
META PLATFORMS, INC. 2025-05-28 A shareholder proposal regarding report on risks of deepfakes in online child exploitation. Other Social Issues Shareholder FOR 1
PEPSICO, INC. 2025-05-07 Shareholder Proposal - Third-Party Racial Equity Audit. Human Rights or Human Capital/workforce Shareholder FOR 1
TERADYNE, INC. 2025-05-09 To vote on a shareholder proposal requiring the Company to prepare a report about political contributions and expenditures. Other Social Issues Shareholder FOR 1

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