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Fidelity vs Jackson National: how alike they voted, 2024-2025

96.3% When both took a single position, they voted the same way on 96.3% of 10,279 items (9,894 the same, 385 different). 1,637 items where at least one of them split its funds are listed separately below. Both voted on 11,916 items in all.

Fidelity 2024-2025 · Jackson National 2024-2025 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 11,9169,894385 1,63796.3%91.4%
Board proposals 9,2777,779329 1,16995.9%91.2%
E&S shareholder proposals 2501500 100100.0%90.2%
Other items 2,3891,96556 36897.2%92.0%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

1,637 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.

CompanyMeetingProposalOn the ballot from Board recommendedFidelityJackson National
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a human rights impact assessment of AI-driven targeted ad policies
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
1 fund
Split
2 FOR, 20 AGAINST
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on AI data usage oversight
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
1 fund
Split
2 FOR, 20 AGAINST
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on alignment of lobbying activities with child safety policies
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
128 funds
Split
1 FOR, 21 AGAINST
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on charitable partnerships
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
128 funds
Split
7 FOR, 15 AGAINST
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on online safety for children
Compensation
Shareholder (E&S) Against Split
99 FOR, 28 AGAINST
Split
8 FOR, 14 AGAINST
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a request to cease CEI participation
Shareholder Rights and Defenses
Shareholder (E&S) Against AGAINST
128 funds
Split
7 FOR, 15 AGAINST
ALPHABET INC. June 6, 2025 Stockholder proposal regarding an enhanced disclosure on climate goals
Environment or Climate
Shareholder (E&S) Against Split
99 FOR, 28 AGAINST
AGAINST
22 funds
AMAZON.COM May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON DATA USAGE OVERSIGHT IN AI OFFERINGS
Other Social Issues
Shareholder (E&S) Against AGAINST
113 funds
Split
1 FOR, 22 AGAINST
AMAZON.COM May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS
Environment or Climate
Shareholder (E&S) Against Split
8 FOR, 105 AGAINST
AGAINST
24 funds
AMAZON.COM May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS
Environment or Climate
Shareholder (E&S) Against Split
90 FOR, 22 AGAINST
AGAINST
24 funds
AMAZON.COM May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING
Environment or Climate
Shareholder (E&S) Against Split
8 FOR, 105 AGAINST
AGAINST
24 funds
AUTONATION INC. April 23, 2025 Adoption of stockholder proposal regarding political contributions.
Other Social Issues
Shareholder (E&S) Against Split
6 FOR, 14 AGAINST
AGAINST
7 funds
BANK OF AMERICA CORP. April 22, 2025 Shareholder proposal requesting disclosure of energy financing ratio
Environment or Climate
Shareholder (E&S) Against Split
7 FOR, 78 AGAINST
Split
2 FOR, 15 AGAINST
BEST BUY CO. INC. June 13, 2025 To vote on a shareholder proposal entitled "Publish Climate Transition Plan to Achieve Stated Goals"
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 27 AGAINST
AGAINST
11 funds
BEST BUY CO. INC. June 13, 2025 To vote on a shareholder proposal entitled "Publish a Report on the Company's LGBTQIA+ Inclusion Efforts in its Human Capital Management Strategy"
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 27 AGAINST
AGAINST
11 funds
BJ'S WHOLESALE CLUB HOLDINGS INC. June 19, 2025 Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against Split
38 FOR, 16 AGAINST
Split
1 FOR, 9 AGAINST
CAMPBELL SOUP CO. November 19, 2024 To vote on a shareholder proposal regarding a diversity audit.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 FOR, 22 AGAINST
AGAINST
12 funds
CASEY'S GENERAL STORES INC. August 28, 2024 Shareholder proposal regarding greenhouse gas emissions reporting.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 36 AGAINST
Split
2 FOR, 9 AGAINST
CBOE GLOBAL MARKETS INC. May 6, 2025 Stockholder proposal regarding political spending.
Other Social Issues
Shareholder (E&S) Against AGAINST
40 funds
Split
3 FOR, 4 AGAINST
CENTENE CORP. May 13, 2025 STOCKHOLDER PROPOSAL TO DISCLOSE PLAN TO REDUCE TOTAL CONTRIBUTION TO CLIMATE CHANGE.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 47 AGAINST
AGAINST
11 funds
CHARLES RI May 20, 2025 Proposal to publish a report on non-human primates imported by Charles River Laboratories International, Inc.
Other Social Issues
Shareholder (E&S) Not determined Split
4 FOR, 17 AGAINST
AGAINST
7 funds
CHARTER COMMUNICATIONS INC. April 22, 2025 Stockholder proposal regarding political expenditures report.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 27 AGAINST
Split
2 FOR, 12 AGAINST
CHEMOURS CO. April 22, 2025 Shareholder Proposal to Adopt a Policy to Assess Biodiversity Impacts prior to commencing Mining Operations.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 42 AGAINST
AGAINST
6 funds
CINTAS CORP. October 29, 2024 A shareholder proposal regarding disclosure of managing climate risk through science-based targets and transition planning, if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against AGAINST
55 funds
Split
2 FOR, 11 AGAINST
CINTAS CORP. October 29, 2024 A shareholder proposal regarding political disclosure, if properly presented at the meeting.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 53 AGAINST
Split
2 FOR, 11 AGAINST
COCA-COLA CO. April 30, 2025 Vote on shareowner proposal regarding a report on food waste
Environment or Climate
Shareholder (E&S) Against Split
69 FOR, 22 AGAINST
AGAINST
14 funds
COLUMBIA SPORTSWEAR CO. June 5, 2025 Shareholder proposal regarding the adoption of GHG emissions reduction targets.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 21 AGAINST
AGAINST
6 funds
CONSTELLATION BRANDS INC. July 17, 2024 Stockholder proposaI on circular packaging.
Environment or Climate
Shareholder (E&S) Against AGAINST
1 fund
Split
1 FOR, 11 AGAINST
CONSTELLATION BRANDS INC. July 17, 2024 Stockholder proposal on greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 42 AGAINST
Split
1 FOR, 11 AGAINST
CONSTELLATION BRANDS INC. July 17, 2024 Stockholder proposal on managing supply chain water risk.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 42 AGAINST
Split
1 FOR, 11 AGAINST
COSTAR GROUP June 26, 2025 Stockholder proposal regarding support for transparency in political spending, if properly presented.
Other Social Issues
Shareholder (E&S) Against Split
6 FOR, 21 AGAINST
Split
1 FOR, 12 AGAINST
CRACKER BARREL OLD COUNTRY STORE INC. November 21, 2024 Shareholder proposal requesting the Company disclose targets for reducing greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Contested Split
1 FOR, 13 AGAINST
AGAINST
2 funds
CROWN HOLDINGS INC. May 1, 2025 Consideration of a Shareholder proposal regarding transparency in political spending.
Other Social Issues
Shareholder (E&S) Against Split
26 FOR, 16 AGAINST
Split
2 FOR, 9 AGAINST
DARDEN RESTAURANTS INC. September 18, 2024 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.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 21 AGAINST
AGAINST
11 funds
DARDEN RESTAURANTS INC. September 18, 2024 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 (E&S) Against Split
1 FOR, 21 AGAINST
Split
1 FOR, 10 AGAINST
DEERE & CO. February 26, 2025 Shareholder proposal on a civil rights audit
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
74 funds
Split
2 FOR, 15 AGAINST
DIGITAL REALTY TRUST INC. June 6, 2025 A stockholder proposal regarding human right to water, if properly presented.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 FOR, 37 AGAINST
AGAINST
12 funds
DRAFTKINGS INC. May 19, 2025 To consider a shareholder proposal regarding board matrix disclosure.
Corporate Governance
Shareholder (E&S) Against Split
29 FOR, 14 AGAINST
Split
3 FOR, 5 AGAINST
ELEVANCE HEALTH INC. May 14, 2025 Shareholder proposal requesting report on the effectiveness of Diversity, Equity and Inclusion efforts.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 FOR, 33 AGAINST
AGAINST
16 funds
FEDEX CORP. September 23, 2024 Stockholder proposal regarding a Just Transition report.
Environment or Climate
Shareholder (E&S) Against AGAINST
67 funds
Split
1 FOR, 13 AGAINST
FEDEX CORP. September 23, 2024 Stockholder proposal regarding climate lobbying alignment with company's carbon neutral goals.
Environment or Climate
Shareholder (E&S) Against AGAINST
67 funds
Split
3 FOR, 11 AGAINST
FOOT LOCKE May 21, 2025 Vote on a Shareholder Proposal Requesting that the Company Adopt a Goal for Reducing Its Enterprise-wide Greenhouse Gas Emissions in Line with the Paris Agreement.
Environment or Climate
Shareholder (E&S) Not determined Split
2 FOR, 18 AGAINST
AGAINST
4 funds
GENERAL MILLS INC. September 24, 2024 Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain.
Environment or Climate
Shareholder (E&S) Against Split
8 FOR, 18 AGAINST
Split
1 FOR, 9 AGAINST
GENERAL MILLS INC. September 24, 2024 Shareholder Proposal - Plastic Packaging.
Environment or Climate
Shareholder (E&S) Against Split
8 FOR, 18 AGAINST
Split
2 FOR, 8 AGAINST
GILEAD SCIENCES INC. May 7, 2025 To vote on a stockholder proposal requesting a comprehensive human rights policy and human rights due diligence process, if properly presented at the Annual Meeting.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
6 FOR, 79 AGAINST, 21 ABSTAIN
Split
1 FOR, 16 AGAINST
GOLDMAN SACHS GROUP INC. April 23, 2025 Shareholder Proposal Regarding Disclosure of Energy Supply Financing Ratio
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 41 AGAINST
Split
1 FOR, 14 AGAINST
HOME DEPOT INC. May 22, 2025 Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 55 AGAINST
AGAINST
17 funds
HOME DEPOT INC. May 22, 2025 Shareholder Proposal Regarding Report on Packaging Policies for Plastics
Environment or Climate
Shareholder (E&S) Against Split
35 FOR, 22 AGAINST
Split
2 FOR, 15 AGAINST
HORMEL FOODS CORP. January 28, 2025 Stockholder proposal requesting publication of targets for significantly increasing group sow housing in the Company's supply chain, if properly presented at the meeting.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 20 AGAINST
AGAINST
10 funds
JPMORGAN CHASE & CO. May 20, 2025 Report on social impacts of transition finance
Environment or Climate
Shareholder (E&S) Against Split
81 AGAINST, 1 ABSTAIN
AGAINST
19 funds
KNIGHT-SWI May 13, 2025 Vote on a stockholder proposal regarding support for transparency in political spending.
Other Social Issues
Shareholder (E&S) Not determined Split
23 FOR, 15 AGAINST
Split
2 FOR, 8 AGAINST
KRAFT HEINZ CO. May 8, 2025 Stockholder Proposal - Report on recyclability claims, if properly presented.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 27 AGAINST
AGAINST
11 funds
KROGER CO. June 26, 2025 Report on discarded cigarette pollution.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 29 AGAINST
AGAINST
11 funds
LENNAR CORP. April 9, 2025 Vote on a stockholder proposal requesting disclosure on how the Company intends to reduce greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Against Split
10 FOR, 18 AGAINST
AGAINST
10 funds
MATTEL INC. May 28, 2025 Stockholder proposal to disclose plan to reduce total contribution to climate change.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 18 AGAINST
AGAINST
8 funds
MCDONALD'S CORP. May 20, 2025 Advisory Vote on Disclosure on Climate Transition Plans.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 45 AGAINST
AGAINST
20 funds
MERITAGE HOMES CORP. May 22, 2025 Shareholder proposal to support transparency in political spending.
Other Social Issues
Shareholder (E&S) Against Split
12 FOR, 10 AGAINST
AGAINST
8 funds
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding GHG emissions reduction actions.
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 111 AGAINST
Split
1 FOR, 25 AGAINST
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding report on AI data usage oversight.
Corporate Governance
Shareholder (E&S) Against FOR
1 fund
Split
7 FOR, 16 AGAINST
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children.
Shareholder Rights and Defenses
Shareholder (E&S) Against Split
88 FOR, 25 AGAINST
Split
6 FOR, 17 AGAINST
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding report on data collection and advertising practices.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 112 AGAINST
Split
2 FOR, 23 AGAINST
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding report on hate targeting marginalized communities.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
88 FOR, 25 AGAINST
Split
3 FOR, 21 AGAINST
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding report on risks of deepfakes in online child exploitation.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
113 funds
Split
1 FOR, 23 AGAINST
MICROCHIP TECHNOLOGY INC. August 20, 2024 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 (E&S) Against Split
1 FOR, 37 AGAINST
AGAINST
14 funds
MICROSOFT December 10, 2024 Report on AI Data Sourcing Accountability.
Other Social Issues
Shareholder (E&S) Against AGAINST
1 fund
Split
5 FOR, 23 AGAINST
MICROSOFT December 10, 2024 Report on Data Operations in Human Rights Hotspots.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
1 fund
Split
6 FOR, 23 AGAINST
MICROSOFT December 10, 2024 Report on Risks of Weapons Development.
Other Social Issues
Shareholder (E&S) Against FOR
1 fund
Split
1 FOR, 27 AGAINST
MONDELEZ INTERNATIONAL INC. May 21, 2025 Shareholder Proposal: Report on recycled content claims
Other Social Issues
Shareholder (E&S) Against Split
33 FOR, 16 AGAINST
AGAINST
17 funds
MORGAN STANLEY May 15, 2025 Shareholder proposal requesting an energy supply ratio
Environment or Climate
Shareholder (E&S) Against Split
4 FOR, 73 AGAINST
Split
3 FOR, 15 AGAINST
NETFLIX INC. June 5, 2025 Stockholder proposal entitled, "Issue a Climate Transition Plan," if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against Split
7 FOR, 77 AGAINST
AGAINST
24 funds
NIKE INC. September 10, 2024 To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
39 FOR, 19 AGAINST
AGAINST
12 funds
NIKE INC. September 10, 2024 To consider a shareholder proposal regarding a Supply Chain Management Report, if properly presented at the meeting.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
59 funds
Split
1 FOR, 11 AGAINST
NVIDIA June 25, 2025 Approval of a stockholder proposal to modify existing reporting on workforce data.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
9 FOR, 118 AGAINST
Split
2 FOR, 24 AGAINST
OLD DOMINION FREIGHT LINE INC. May 21, 2025 Shareholder proposal regarding emission reduction targets.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 35 AGAINST
AGAINST
14 funds
OTIS WORLDWIDE CORP. May 15, 2025 Shareholder proposal regarding reporting on political contributions and expenditures
Other Social Issues
Shareholder (E&S) Against Split
14 FOR, 20 AGAINST
AGAINST
13 funds
PAYPAL HOLDINGS INC. June 5, 2025 Stockholder Proposal - Report on Charitable Giving.
Other Social Issues
Shareholder (E&S) Against AGAINST
42 funds
Split
8 FOR, 3 AGAINST
PEPSICO INC. May 7, 2025 Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 43 AGAINST
AGAINST
18 funds
PLANET FITNESS INC. May 6, 2025 Stockholder proposal regarding EEO-1 report disclosure policy.
Human Rights or Human Capital/workforce
Shareholder (E&S) None AGAINST
27 funds
Split
2 FOR, 6 AGAINST, 1 ABSTAIN
PROCTER & GAMBLE CO. October 8, 2024 Shareholder Proposal - Pay Gap Reporting.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
1 fund
Split
2 FOR, 18 AGAINST
PULTEGROUP INC. April 30, 2025 Shareholder proposal on adoption of Paris-aligned emission reduction goals, if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against Split
4 FOR, 37 AGAINST
AGAINST
9 funds
RTX CORP. May 1, 2025 Shareowner Proposal Requesting a Lobbying Transparency Report.
Other Social Issues
Shareholder (E&S) Against AGAINST
1 fund
Split
1 FOR, 15 AGAINST
SKYWEST INC. May 6, 2025 A shareholder proposal regarding collective bargaining policy.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
13 FOR, 14 AGAINST
Split
1 FOR, 7 AGAINST
SONOCO PRODUCTS CO. April 16, 2025 Advisory (non-binding) shareholder proposal regarding transparency in political spending.
Other Social Issues
Shareholder (E&S) Against Split
4 FOR, 18 AGAINST
AGAINST
7 funds
SOUTHERN CO. May 21, 2025 Stockholder proposal regarding disclosing assumptions underlying continued reliance on fossil fuel-based energy
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 59 AGAINST
AGAINST
12 funds
SPIRIT AEROSYSTEMS HOLDINGS INC. May 23, 2025 The Stockholder Proposal titled "Transparency in Political Spending"
Other Social Issues
Shareholder (E&S) Against Split
9 FOR, 17 AGAINST
AGAINST
3 funds
STARBUCKS CORP. March 12, 2025 Shareholder proposal requesting disclosure on cage-free egg commitments in China and Japan.
Other Social Issues
Shareholder (E&S) Against Split
62 FOR, 19 AGAINST
AGAINST
19 funds
STRYKER CORP. May 8, 2025 Shareholder Proposal to Support Transparency in Political Spending.
Other Social Issues
Shareholder (E&S) Against Split
36 FOR, 14 AGAINST
Split
1 FOR, 14 AGAINST
SYSCO CORP. November 15, 2024 To consider a stockholder proposal related to establishing measurable, time bound targets for ensuring group sow housing for its private brand pork products.
Other Social Issues
Shareholder (E&S) Against Split
17 FOR, 18 AGAINST
AGAINST
11 funds
TERADYNE May 9, 2025 To vote on a shareholder proposal requiring the Company to prepare a report about political contributions and expenditures.
Other Social Issues
Shareholder (E&S) Not determined Split
22 FOR, 20 AGAINST
AGAINST
12 funds
TEXAS ROADHOUSE INC. May 15, 2025 An Advisory Vote on a Shareholder Proposal Regarding the Adoption of a Policy Requiring the Disclosure of Texas Roadhouse's Consolidated EEO-1 Report
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
26 funds
Split
1 FOR, 7 AGAINST
THE TRAVELERS COMPANIES, INC. May 21, 2025 Shareholder proposal relating to a report on climate-related pricing and coverage decisions, if presented at the Annual Meeting of Shareholders.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 69 AGAINST
AGAINST
13 funds
THE WALT DISNEY COMPANY March 20, 2025 Shareholder proposal, if properly presented at the meeting, requesting consideration of participation in the Human Rights Campaign's Corporate Equality Index.
Other Social Issues
Shareholder (E&S) Against AGAINST
83 funds
Split
8 FOR, 9 AGAINST
TYLER TECHNOLOGIES INC. May 6, 2025 Shareholder Proposal Regarding Political Spending.
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 22 AGAINST
AGAINST
12 funds
VISA INC. January 28, 2025 Shareholder proposal on transparency in lobbying.
Other Social Issues
Shareholder (E&S) Against AGAINST
126 funds
Split
1 FOR, 25 AGAINST
WALGREENS BOOTS ALLIANCE INC. January 30, 2025 Stockholder proposal requesting a report on cigarette waste.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 25 AGAINST
AGAINST
9 funds
WALMART INC. June 5, 2025 Health and Safety Governance
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
77 funds
Split
1 FOR, 17 AGAINST
WALMART INC. June 5, 2025 Report on Reduction of Plastic Packaging and Recyclability Claims
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 75 AGAINST
AGAINST
18 funds
WELLS FARGO & CO. April 29, 2025 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
93 AGAINST, 1 ABSTAIN
AGAINST
15 funds
WELLS FARGO & CO. April 29, 2025 Shareholder Proposal - Energy Supply Ratio.
Environment or Climate
Shareholder (E&S) Against Split
6 FOR, 87 AGAINST, 1 ABSTAIN
Split
1 FOR, 14 AGAINST
WELLS FARGO & CO. April 29, 2025 Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
94 AGAINST, 1 ABSTAIN
AGAINST
15 funds

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← All 20 managers, 2024-2025

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.