Home › Asset managers › Compare 2025-2026 › Fidelity vs Equitable
Fidelity 2025-2026 · Equitable 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 63,913 | 53,510 | 1,976 | 8,427 | 96.4% | 91.9% |
| Board proposals | 53,820 | 44,348 | 1,811 | 7,661 | 96.1% | 91.2% |
| E&S shareholder proposals | 187 | 87 | 0 | 100 | 100.0% | 85.8% |
| Other items | 9,906 | 9,075 | 165 | 666 | 98.2% | 95.8% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
666 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.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Fidelity | Equitable |
|---|---|---|---|---|---|---|
| TIPTREE INC. | December 3, 2025 | A proposal to approve one or more adjournments of the special meeting, if necessary, to solicit additional proxies, in the event that there are insufficient votes to approve the Merger Proposal. Corporate Governance |
Other | For | Split 15 FOR, 1 AGAINST |
Split 1 FOR, 5 AGAINST |
| TOPBUILD CORP. | June 29, 2026 | Approval of the adjournment of the TopBuild stockholder meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to adopt the merger agreement at the time of the TopBuild stockholder meeting. Corporate Governance |
Other | For | Split 19 FOR, 19 AGAINST |
FOR 10 funds |
| TOTVS SA | October 30, 2025 | Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? Corporate Governance |
Other | Against | Split 2 FOR, 11 ABSTAIN |
ABSTAIN 3 funds |
| TOTVS SA | April 24, 2026 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Shareholder Rights and Defenses |
Other | None | Split 2 AGAINST, 10 ABSTAIN |
ABSTAIN 3 funds |
| TOTVS SA | April 24, 2026 | Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? Corporate Governance |
Other | None | Split 2 FOR, 10 ABSTAIN |
ABSTAIN 3 funds |
| TRANSUNION | May 12, 2026 | Advisory vote on a stockholder proposal requesting a stockholder right to call a special meeting. Shareholder Rights and Defenses |
Other | Against | Split 12 FOR, 32 AGAINST |
Split 6 FOR, 4 AGAINST |
| TREEHOUSE FOODS, INC. | January 29, 2026 | Approval of the adjournment of the Special Meeting to a later date or dates, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the proposal to adopt the Merger Agreement. Corporate Governance |
Other | For | FOR 18 funds |
Split 4 FOR, 1 ABSTAIN |
| TRICO BANCSHARES | May 21, 2026 | Amendment to the Company's Bylaws to eliminate cumulative voting rights. Shareholder Rights and Defenses |
Other | For | FOR 23 funds |
Split 2 FOR, 2 AGAINST |
| TRUECAR, INC. | December 22, 2025 | To approve one or more adjournments of the Special Meeting, if necessary, to solicit additional proxies if a quorum is not present or there are not sufficient votes cast at the Special Meeting to approve the Merger Proposal (the ''Adjournment Proposal''). Corporate Governance |
Other | For | FOR 8 funds |
Split 4 FOR, 1 ABSTAIN |
| TSCAN THERAPEUTICS, INC. | May 20, 2026 | To approve a proposal to adjourn the Annual Meeting to a later date or dates, if necessary or appropriate, to permit further solicitation and vote of proxies in the event that there are insufficient votes for, or otherwise in connection with, the approval of Proposal No. 3 Corporate Governance |
Other | For | Split 1 FOR, 4 AGAINST |
FOR 1 fund |
| TYSON FOODS, INC. | February 5, 2026 | Shareholder proposal regarding disclosure of voting results based on class of shares. Shareholder Rights and Defenses |
Other | Against | Split 17 FOR, 1 AGAINST |
Split 9 FOR, 7 AGAINST |
| Telefonica Brasil SA | January 9, 2026 | Amend Article 2 Re: Corporate Purpose Corporate Governance |
Other | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| Telefonica Brasil SA | January 9, 2026 | Authorize Board to Ratify and Execute Approved Resolutions Corporate Governance |
Other | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| Telefonica Brasil SA | January 9, 2026 | Consolidate Bylaws Corporate Governance |
Other | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| Terex Corporation | January 28, 2026 | Proposal to approve the adjournment of the Terex special meeting to solicit additional proxies if there are not sufficient votes at the time of the Terex special meeting to approve the Terex stock issuance proposal (the "Terex adjournment proposal"). Corporate Governance |
Other | For | FOR 29 funds |
Split 4 FOR, 3 ABSTAIN |
| Tohoku Electric Power Co., Inc. | June 25, 2026 | Amend Articles to Abolish Advisory Posts Corporate Governance |
Other | Against | AGAINST 7 funds |
Split 1 FOR, 1 AGAINST |
| Tokyo Electric Power Co. Holdings, Inc. | June 25, 2026 | Amend Articles to Require Individual Compensation Disclosure for Directors and Executive Officers Compensation |
Other | Against | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| Toyo Suisan Kaisha, Ltd. | June 25, 2026 | Approve Restricted Stock Plan Compensation |
Other | Against | AGAINST 10 funds |
Split 1 FOR, 2 AGAINST |
| Toyo Suisan Kaisha, Ltd. | June 25, 2026 | Initiate Share Repurchase Program Capital Structure |
Other | Against | AGAINST 10 funds |
Split 1 FOR, 2 AGAINST |
| UBS GROUP AG | April 15, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | None | AGAINST 17 funds |
Split 4 AGAINST, 3 ABSTAIN |
| UNIFIRST CORPORATION | June 11, 2026 | To adjourn the special meeting of UniFirst shareholders to a later date or dates, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there are not sufficient votes at the time of the UniFirst special meeting to approve the UniFirst merger proposal or to ensure any supplement or amendment to the joint proxy statement/prospectus is timely provided to holders of UniFirst common stock (the ''UniFirst adjournment proposal''). Corporate Governance |
Other | For | FOR 17 funds |
Split 4 FOR, 2 ABSTAIN |
| UNIQURE N.V. | June 10, 2026 | Resolution to adopt the amendment to the Articles of Association to reflect Dutch large company regime. Corporate Governance |
Other | For | Split 7 FOR, 10 AGAINST |
FOR 1 fund |
| UNITED AIRLINES HOLDINGS, INC. | May 19, 2026 | Advisory vote on stockholder proposal entitled "Shareholder Right to Act by Written Consent". Shareholder Rights and Defenses |
Other | Against | AGAINST 39 funds |
Split 7 FOR, 9 AGAINST |
| UNITED PARCEL SERVICE, INC. | May 7, 2026 | To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share. Shareholder Rights and Defenses |
Other | Against | Split 53 FOR, 1 AGAINST |
Split 11 FOR, 5 AGAINST |
| UNITED RENTALS, INC. | May 8, 2026 | Stockholder Proposal on Directors Who Fail to Obtain a Majority Vote Corporate Governance |
Other | Against | Split 20 FOR, 16 AGAINST |
Split 1 FOR, 19 AGAINST |
| UNITEDHEALTH GROUP INCORPORATED | June 1, 2026 | If properly presented at the 2026 Annual Meeting of Shareholders, the shareholder proposal requesting the adoption of a policy to require any Board Chair to be independent. Corporate Governance |
Other | Against | AGAINST 68 funds |
Split 1 FOR, 21 AGAINST |
| UNIVERSAL HEALTH SERVICES, INC. | May 20, 2026 | Stockholder proposal to report votes based on UHS shareholder money at risk, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 26 FOR, 1 AGAINST |
Split 9 FOR, 7 AGAINST |
| UPLAND SOFTWARE, INC. | June 3, 2026 | To approve an adjournment of the Annual Meeting to a later date or dates, if necessary, to permit further solicitation and vote of proxies in the event that there are not sufficient votes in favor of Proposal 4 or Proposal 5. Corporate Governance |
Other | For | Split 4 FOR, 1 AGAINST |
FOR 1 fund |
| UROGEN PHARMA LTD | June 22, 2026 | To approve the amendment and restatement of the Articles of Association of the Company to, among other things, tie eligibility for shareholder proposals to the requirements under the Israeli Companies Law. Corporate Governance |
Other | For | Split 5 FOR, 5 AGAINST |
Split 5 FOR, 1 AGAINST |
| VAT GROUP AG | April 28, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | AGAINST 3 funds |
Split 3 AGAINST, 3 ABSTAIN |
| VERIS RESIDENTIAL, INC. | May 21, 2026 | To adjourn the special meeting to a later date or time if necessary or appropriate to ensure that any necessary supplement or amendment to the accompanying proxy statement is provided to Company stockholders a reasonable amount of time in advance of the special meeting or to solicit additional proxies in favor of the Merger Proposal if there are insufficient votes at the time of the special meeting to approve the Merger Proposal. Corporate Governance |
Other | For | FOR 17 funds |
Split 4 FOR, 3 ABSTAIN |
| VERISIGN, INC. | May 21, 2026 | Stockholder Proposal Regarding an Independent Chair Policy, if Properly Presented at the Meeting Corporate Governance |
Other | Against | AGAINST 23 funds |
Split 2 FOR, 18 AGAINST |
| VERISK ANALYTICS, INC. | May 19, 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 27 funds |
Split 10 FOR, 10 AGAINST |
| VERIZON COMMUNICATIONS | May 21, 2026 | Independent board chair Corporate Governance |
Other | Against | AGAINST 53 funds |
Split 1 FOR, 18 AGAINST |
| VERTEX PHARMACEUTICALS INCORPORATED | May 13, 2026 | Shareholder Proposal, if properly presented at the meeting, regarding shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 26 funds |
Split 8 FOR, 10 AGAINST |
| VIBRA ENERGIA SA | April 15, 2026 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Shareholder Rights and Defenses |
Other | None | Split 10 AGAINST, 10 ABSTAIN |
Split 1 AGAINST, 1 ABSTAIN |
| VIMEO, INC. | November 19, 2025 | To approve the adjournment of the special meeting of Vimeo stockholders to a later date if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the merger proposal at the then-scheduled date and time of the special meeting of Vimeo stockholders. Corporate Governance |
Other | For | FOR 20 funds |
Split 5 FOR, 1 ABSTAIN |
| VISA INC. | January 27, 2026 | Shareholder proposal on shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 101 funds |
Split 2 FOR, 23 AGAINST |
| VISA INC. | January 27, 2026 | Shareholder proposal requesting the Board of Directors to adopt a policy for an independent chair. Corporate Governance |
Other | Against | AGAINST 102 funds |
Split 2 FOR, 24 AGAINST |
| VISA INC. | January 27, 2026 | To approve amendments to our Eighth Restated Certificate of Incorporation to limit officer liability as permitted by Delaware law. Director Elections |
Other | For | FOR 101 funds |
Split 23 FOR, 3 AGAINST |
| VOYAGER TECHNOLOGIES, INC. | May 29, 2026 | To approve an adjournment of the Annual Meeting, if necessary, to solicit addition proxies if there are not sufficient votes at the time of the Annual Meeting to approve Proposal 3. Extraordinary Transactions |
Other | For | Split 1 FOR, 13 AGAINST |
Split 4 FOR, 1 AGAINST |
| Volvo AB | April 8, 2026 | Approve Publication of a Report on Company's Climate Policy Commitments and Alignment with the Paris Agreement Environment or Climate |
Other | Against | AGAINST 2 funds |
Split 1 FOR, 7 AGAINST |
| WALMART INC. | June 4, 2026 | Approval of an Amendment to our Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law Director Elections |
Other | For | FOR 60 funds |
Split 20 FOR, 3 AGAINST |
| WALMART INC. | June 4, 2026 | Request for Cumulative Voting for Board Elections Shareholder Rights and Defenses |
Other | Against | AGAINST 60 funds |
Split 1 FOR, 22 AGAINST |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To approve an amendment to the Weatherford-Ireland Articles so that any Weatherford-Ireland ordinary shares that are issued on or after the Voting Record Time to persons other than Weatherford-US or its nominee(s) will either be subject to the terms of the Scheme of Arrangement or will be immediately and automatically acquired by Weatherford-US and/or its nominee(s) for the Scheme Consideration (as defined in the Scheme of Arrangement). Corporate Governance |
Other | For | Split 22 FOR, 17 AGAINST |
Split 2 FOR, 4 AGAINST |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To approve any motion to adjourn the AGM, or any adjournments thereof, to another time and place if necessary or appropriate to solicit additional proxies if there are insufficient votes at the time of the AGM to approve the resolutions proposed at the AGM. Corporate Governance |
Other | For | Split 2 FOR, 37 AGAINST |
Split 2 FOR, 4 AGAINST |
| WEC ENERGY GROUP, INC. | May 7, 2026 | Stockholder proposal to govern by majority vote Shareholder Rights and Defenses |
Other | Against | Split 25 FOR, 1 AGAINST |
Split 10 FOR, 8 AGAINST |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Govern by Majority Vote. Shareholder Rights and Defenses |
Other | Against | Split 84 FOR, 1 AGAINST |
Split 12 FOR, 6 AGAINST |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Request for Board of Directors to Adopt Policy for an Independent Chair. Corporate Governance |
Other | Against | Split 83 AGAINST, 2 ABSTAIN |
AGAINST 20 funds |
| WEST PHARMACEUTICAL SERVICES, INC. | May 4, 2026 | Shareholder proposal regarding an independent Board Chair policy. Corporate Governance |
Other | Against | AGAINST 20 funds |
Split 8 FOR, 10 AGAINST |
| WIDEOPENWEST, INC. | December 3, 2025 | To adjourn the special meeting of the stockholders of the Company (the "Special Meeting"), from time to time, to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | FOR 12 funds |
Split 5 FOR, 1 ABSTAIN |
| WK KELLOGG CO | September 19, 2025 | The Adjournment Proposal - To approve one or more adjournments of the special meeting, if necessary, to solicit additional proxies if a quorum is not present or there are not sufficient votes cast at the special meeting to approve the Merger Proposal. Corporate Governance |
Other | For | FOR 19 funds |
Split 6 FOR, 2 ABSTAIN |
| WOODWARD, INC. | January 28, 2026 | Approve an amendment to the Certificate of Incorporation to eliminate cumulative voting rights in the election of directors. Shareholder Rights and Defenses |
Other | For | FOR 42 funds |
Split 8 FOR, 1 AGAINST |
| WOOLWORTHS GROUP LTD | October 30, 2025 | Approve Farmed Seafood Reporting Environment or Climate |
Other | Against | Split 1 FOR, 10 AGAINST |
Split 5 FOR, 4 AGAINST |
| WORKDAY, INC. | June 16, 2026 | To consider and vote upon a stockholder proposal regarding disclosure of voting results based on share class. Shareholder Rights and Defenses |
Other | Against | Split 23 FOR, 1 AGAINST |
Split 10 FOR, 9 AGAINST |
| WYNDHAM HOTELS & RESORTS, INC. | May 14, 2026 | To vote on a stockholder proposal, if properly presented at the meeting, regarding stockholder ability to act by written consent. Shareholder Rights and Defenses |
Other | Against | Split 17 FOR, 13 AGAINST |
Split 11 FOR, 2 AGAINST |
| Waters Corporation | January 27, 2026 | To approve the adjournment of the Special Meeting, if necessary, (a) to solicit additional proxies in the event there are not sufficient votes at the time of the Special Meeting to approve the Share Issuance Proposal, (b) if there are insufficient shares of Waters Common Stock represented (either in person via the Internet or by proxy) to constitute a quorum necessary to conduct business at the Special Meeting, or (c) to allow reasonable time for the filing or mailing of any supplemental or amended disclosures that the Company has determined, based on the advice of outside legal counsel, are reasonably likely to be required under applicable law and for such supplemental or amended disclosures to be disseminated and reviewed by the Company's stockholders. Corporate Governance |
Other | For | FOR 22 funds |
Split 22 FOR, 1 AGAINST |
| YAPI VE KREDI BANKASI A.S. | March 12, 2026 | Approve Upper Limit of Donations 2026 and Receive Information on Donations Made in 2025 Other Social Issues |
Other | For | Split 10 FOR, 7 AGAINST |
FOR 1 fund |
| YUM! BRANDS, INC. | May 14, 2026 | Shareholder Proposal to Reduce the Percentage of Shares Required to Call a Special Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 41 funds |
Split 12 FOR, 9 AGAINST |
| Yakult Honsha Co., Ltd. | June 24, 2026 | Approve Restricted Stock Plan Compensation |
Other | Against | AGAINST 6 funds |
Split 1 FOR, 1 AGAINST |
| Yellow Hat Ltd. | June 24, 2026 | Approve Restricted Stock Plan Compensation |
Other | Against | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| ZIMVIE INC. | October 10, 2025 | A proposal to approve any adjournment of the special meeting for the purpose of soliciting additional proxies if there are insufficient votes at the special meeting to approve Proposal 1. Corporate Governance |
Other | For | FOR 13 funds |
Split 6 FOR, 2 ABSTAIN |
| ZOETIS INC. | May 20, 2026 | Shareholder proposal to permit shareholder action by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 24 funds |
Split 9 FOR, 12 AGAINST |
| ZURICH INSURANCE GROUP AG | April 8, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | AGAINST 19 funds |
Split 4 AGAINST, 3 ABSTAIN |
| Zhejiang Chint Electrics Co., Ltd. | November 4, 2025 | Approve Financial Service Agreement Corporate Governance |
Other | For | Split 1 FOR, 5 AGAINST |
AGAINST 1 fund |
| bioMerieux SA | May 28, 2026 | Appoint Jean-Luc Belingard as Censor Corporate Governance |
Other | For | AGAINST 7 funds |
Split 4 FOR, 4 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.