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 | 188 | 87 | 0 | 101 | 100.0% | 85.5% |
| Other items | 9,905 | 9,075 | 165 | 665 | 98.2% | 95.8% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
101 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 |
|---|---|---|---|---|---|---|
| AKAMAI TECHNOLOGIES, INC. | May 13, 2026 | To vote upon a shareholder proposal requiring the Company to provide a report on political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 10 FOR, 20 AGAINST |
Split 8 FOR, 10 AGAINST |
| ALBERTSONS COMPANIES, INC. | August 7, 2025 | Stockholder Proposal Regarding Food Waste Reporting. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 68 AGAINST |
Split 4 FOR, 2 AGAINST, 1 ABSTAIN |
| ALBERTSONS COMPANIES, INC. | August 7, 2025 | Stockholder Proposal for a Report on Human Rights Policy and Human Rights Due Diligence. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 68 AGAINST |
Split 7 AGAINST, 1 ABSTAIN |
| ALBERTSONS COMPANIES, INC. | August 7, 2025 | Stockholder Proposal for a Report on Risks of State Policies on Reproductive Health Care. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 70 funds |
Split 2 AGAINST, 5 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding AI Board oversight Corporate Governance |
Shareholder (E&S) | Against | AGAINST 127 funds |
Split 28 AGAINST, 1 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on AI data usage oversight Corporate Governance |
Shareholder (E&S) | Against | AGAINST 126 funds |
Split 12 FOR, 14 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on AI-generated misinformation Corporate Governance |
Shareholder (E&S) | Against | AGAINST 126 funds |
Split 11 FOR, 13 AGAINST, 1 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on data privacy Corporate Governance |
Shareholder (E&S) | Against | AGAINST 127 funds |
Split 1 FOR, 28 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on impact of U.S. immigration policy Corporate Governance |
Shareholder (E&S) | Against | AGAINST 127 funds |
Split 1 FOR, 28 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on water usage and AI development Environment or Climate |
Shareholder (E&S) | Against | Split 6 FOR, 121 AGAINST |
Split 1 FOR, 28 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding an enhanced disclosure on climate goals Environment or Climate |
Shareholder (E&S) | Against | Split 95 FOR, 31 AGAINST |
Split 11 FOR, 15 AGAINST |
| AMAZON.COM, INC. | May 20, 2026 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS Environment or Climate |
Shareholder (E&S) | Against | Split 96 FOR, 25 AGAINST |
Split 2 FOR, 25 AGAINST, 1 ABSTAIN |
| ARCBEST CORPORATION | April 24, 2026 | A shareholder proposal to approve GHG emissions reduction targets, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 12 FOR, 13 AGAINST |
Split 2 FOR, 4 AGAINST |
| ARCHER-DANIELS-MIDLAND COMPANY | May 7, 2026 | Stockholder Proposal Regarding Issuance of a Report on Pesticide Use Data Reporting in Regenerative Agriculture Program Disclosures. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 23 AGAINST |
AGAINST 19 funds |
| AT&T INC. | May 14, 2026 | EEO-1 Report Disclosure Policy Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 46 funds |
Split 9 FOR, 8 AGAINST |
| AUTONATION, INC. | April 28, 2026 | Adoption of stockholder proposal regarding GHG report. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 23 AGAINST |
Split 4 FOR, 4 AGAINST, 1 ABSTAIN |
| Airbnb, Inc. | June 5, 2026 | Oversight of risks relating to digital services; Other Social Issues |
Shareholder (E&S) | Against | AGAINST 54 funds |
Split 18 AGAINST, 1 ABSTAIN |
| BERKSHIRE HATHAWAY INC. | May 2, 2026 | 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 (E&S) | Against | Split 28 FOR, 17 AGAINST |
Split 2 FOR, 19 AGAINST |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Vote on a shareholder proposal regarding a report on deforestation in the company's own-brand supply chain, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 29 FOR, 17 AGAINST |
Split 7 FOR, 4 AGAINST |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | 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 29 FOR, 17 AGAINST |
Split 7 FOR, 4 AGAINST |
| BOOKING HOLDINGS INC. | June 2, 2026 | Non-binding stockholder vote on a proposal to avoid brand damage due to corporate political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 43 funds |
Split 9 FOR, 13 AGAINST |
| BOOKING HOLDINGS INC. | June 2, 2026 | Non-binding stockholder vote on a stockholder resolution regarding business operations in illegal settlements. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 44 funds |
Split 1 FOR, 23 AGAINST |
| BOOZ ALLEN HAMILTON HOLDING CORPORATION | July 23, 2025 | Vote on a stockholder proposal regarding a report on political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 1 FOR, 8 AGAINST |
| CASEY'S GENERAL STORES, INC. | September 3, 2025 | Shareholder proposal regarding Scope 3 greenhouse gas reduction targets. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 35 AGAINST |
AGAINST 11 funds |
| CHARTER COMMUNICATIONS, INC. | April 21, 2026 | Stockholder proposal regarding political expenditures report. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 8 FOR, 9 AGAINST |
| DOLLAR GENERAL CORPORATION | May 28, 2026 | 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 (E&S) | Against | Split 10 FOR, 17 AGAINST |
Split 9 FOR, 8 AGAINST |
| ELI LILLY AND COMPANY | May 4, 2026 | Shareholder proposal to prepare an annual lobbying report. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 99 funds |
Split 1 FOR, 23 AGAINST |
| FASTENAL COMPANY | April 23, 2026 | Shareholder proposal relating to an EEO-1 reporting disclosure policy, if properly presented at the annual meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | None | Split 12 FOR, 24 AGAINST |
Split 11 FOR, 9 AGAINST, 2 ABSTAIN |
| GE AEROSPACE | May 5, 2026 | Shareholder Proposal Requesting Report on Defense-Related Products Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 88 funds |
Split 1 FOR, 20 AGAINST |
| GENERAL MILLS, INC. | September 30, 2025 | Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain. Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 21 AGAINST |
Split 8 FOR, 10 AGAINST |
| GENERAL MOTORS COMPANY | June 2, 2026 | Shareholder Proposal Requesting a Report on Human Rights Standards for Indigenous Peoples Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 47 AGAINST |
AGAINST 16 funds |
| GILEAD SCIENCES, INC. | April 30, 2026 | To vote on a stockholder proposal requesting a report on the impact of extended patent exclusivities on patient access, if properly presented at the Annual Meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 107 funds |
Split 1 FOR, 23 AGAINST |
| HARLEY-DAVIDSON, INC. | May 21, 2026 | To vote on a shareholder proposal regarding a climate transition plan. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 20 AGAINST |
Split 3 FOR, 3 AGAINST |
| HCA HEALTHCARE, INC. | April 23, 2026 | Stockholder proposal, if properly presented at the meeting, regarding a report on healthcare consequences. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 43 funds |
Split 1 FOR, 21 AGAINST |
| HYATT HOTELS CORPORATION | May 20, 2026 | Stockholder proposal requesting the issuance of a report analyzing whether Hyatt could disclose its overall plastics use. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 4 FOR, 3 AGAINST |
| JPMORGAN CHASE & CO. | May 19, 2026 | Lobbying alignment Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 68 AGAINST |
Split 1 FOR, 19 AGAINST |
| Knight-Swift Transportation Holdings Inc. | May 12, 2026 | Vote on a stockholder proposal regarding support for transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 16 FOR, 14 AGAINST |
Split 4 FOR, 4 AGAINST |
| LOWE'S COMPANIES, INC. | May 29, 2026 | Shareholder Proposal requesting a report describing how the Company could disclose its plastic packaging footprint. Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 72 AGAINST |
AGAINST 21 funds |
| MERCK & CO., INC. | May 26, 2026 | Shareholder proposal regarding a report on DEI risks in federal contracting. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 77 funds |
Split 1 FOR, 25 AGAINST |
| MERCK & CO., INC. | May 26, 2026 | Shareholder proposal regarding a report on healthcare coverage gaps. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 77 funds |
Split 1 FOR, 25 AGAINST |
| MERCK & CO., INC. | May 26, 2026 | Shareholder proposal regarding a report on political contributions. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 77 funds |
Split 1 FOR, 25 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding data protection impact assessment on generative Al chatbots. Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 118 AGAINST |
Split 3 FOR, 22 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on AI data usage oversight. Other Social Issues |
Shareholder (E&S) | Against | FOR 1 fund |
Split 1 FOR, 3 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on Al data usage oversight. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 117 funds |
Split 1 FOR, 20 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on addressing antisemitism and hate in online platforms. Corporate Governance |
Shareholder (E&S) | Against | Split 117 AGAINST, 2 ABSTAIN |
Split 3 FOR, 25 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on climate change-related commitments. Environment or Climate |
Shareholder (E&S) | Against | Split 90 FOR, 30 AGAINST |
Split 2 FOR, 29 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on human rights due diligence. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 120 funds |
Split 1 FOR, 30 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on risks of anti-American discrimination from H-1B visa program use. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 120 funds |
Split 1 FOR, 30 AGAINST |
| MICROSOFT CORPORATION | December 5, 2025 | Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 129 AGAINST |
Split 3 FOR, 24 AGAINST |
| MICROSOFT CORPORATION | December 5, 2025 | Report on Human Rights Due Diligence Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 129 AGAINST, 2 ABSTAIN |
Split 2 FOR, 17 AGAINST, 8 ABSTAIN |
| Microsoft Corporation | December 5, 2025 | Report on Al Data Usage Oversight Other Social Issues |
Shareholder (E&S) | Against | AGAINST 132 funds |
Split 1 FOR, 30 AGAINST |
| Microsoft Corporation | December 5, 2025 | Report on Al and Machine Learning Tools for Oil and Gas Development and Production Other Social Issues |
Shareholder (E&S) | Against | AGAINST 132 funds |
Split 1 FOR, 30 AGAINST |
| NEXTERA ENERGY, INC. | May 21, 2026 | A proposal entitled "Paris Agreement Alignment" requesting NextEra Energy publish a report describing if and how the Company plans to reduce its total contribution to climate change and align its operations and investments with the Paris Agreement's goal of maintaining global temperatures well below 2 degrees Celsius, and ideally, 1.5 degrees Celsius. Environment or Climate |
Shareholder (E&S) | Against | Split 5 FOR, 55 AGAINST |
Split 10 FOR, 10 AGAINST |
| NVIDIA CORPORATION | June 24, 2026 | Approval of a non-binding stockholder proposal requesting a report on faith-based community resource groups. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 125 funds |
Split 29 AGAINST, 1 ABSTAIN |
| NVIDIA CORPORATION | June 24, 2026 | Approval of a non-binding stockholder proposal requesting reporting on greenhouse gas emissions from the use of our sold products. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 125 funds |
Split 1 FOR, 29 AGAINST |
| NVR, INC. | May 7, 2026 | Shareholder proposal to disclose greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 5 FOR, 14 AGAINST |
Split 13 FOR, 4 AGAINST |
| O'REILLY AUTOMOTIVE, INC. | May 14, 2026 | Shareholder proposal entitled "Avoid Brand Damage due to Corporate Political Spending." Other Social Issues |
Shareholder (E&S) | Against | Split 19 FOR, 23 AGAINST |
Split 11 FOR, 8 AGAINST, 1 ABSTAIN |
| OTIS WORLDWIDE CORPORATION | May 27, 2026 | Shareholder proposal regarding reporting on political contributions and expenditures Other Social Issues |
Shareholder (E&S) | Against | Split 14 FOR, 17 AGAINST |
Split 8 FOR, 8 AGAINST |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Stockholder proposal entitled "Political Spending Disclosure," if properly presented at the Annual Meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 50 FOR, 19 AGAINST |
Split 11 FOR, 8 AGAINST |
| PEPSICO, INC. | May 6, 2026 | Shareholder Proposal - Report Evaluating the Treatment of Animals within Supply Chain. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 58 funds |
Split 1 FOR, 21 AGAINST |
| PEPSICO, INC. | May 6, 2026 | Shareholder Proposal - Report on Human Rights Oversight. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 56 AGAINST |
Split 9 FOR, 11 AGAINST |
| PILGRIM'S PRIDE CORPORATION | April 29, 2026 | A stockholder proposal to provide a political spending disclosure. Other Social Issues |
Shareholder (E&S) | Against | Split 21 FOR, 1 AGAINST |
Split 3 FOR, 2 AGAINST |
| QUALCOMM INCORPORATED | March 17, 2026 | Stockholder proposal entitled "Report on Risk of China Exposure." Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 50 funds |
Split 22 AGAINST, 2 ABSTAIN |
| SHOPIFY INC. | June 16, 2026 | Shareholder Proposal Vote on the shareholder proposal, as disclosed in the Management Information Circular for the Meeting. Corporate Governance |
Shareholder (E&S) | Against | FOR 1 fund |
Split 1 FOR, 2 AGAINST |
| SKYWEST, INC. | May 5, 2026 | A shareholder proposal regarding collective bargaining policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 24 AGAINST |
Split 2 FOR, 3 AGAINST |
| SKYWORKS SOLUTIONS, INC. | May 13, 2026 | To approve a stockholder proposal regarding greenhouse gas emission reduction efforts report. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 34 funds |
Split 8 FOR, 10 AGAINST |
| SONOCO PRODUCTS COMPANY | April 15, 2026 | Advisory (non-binding) shareholder proposal - avoid brand damage from political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 7 FOR, 15 AGAINST |
Split 4 FOR, 3 AGAINST, 1 ABSTAIN |
| STEEL DYNAMICS, INC. | May 6, 2026 | SHAREHOLDER PROPOSAL - AVOID POLITICAL SPENDING BRAND DAMAGE Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 51 AGAINST |
Split 10 FOR, 10 AGAINST |
| TARGET CORPORATION | June 10, 2026 | Shareholder proposal requesting a report on presence of pesticides in Target's private label brands. Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 58 AGAINST |
AGAINST 18 funds |
| TARGET CORPORATION | June 10, 2026 | Shareholder proposal requesting a report on reducing plastic microfiber shedding. Environment or Climate |
Shareholder (E&S) | Against | Split 44 FOR, 15 AGAINST |
Split 1 FOR, 17 AGAINST |
| TESLA, INC. | November 6, 2025 | A shareholder proposal requesting a child labor audit. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 80 funds |
Split 1 FOR, 23 AGAINST |
| THE CAMPBELL'S COMPANY | November 18, 2025 | To vote on a shareholder proposal regarding a report on the effectiveness of the Company's regenerative agriculture program including pesticide reduction outcomes. Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 21 AGAINST |
AGAINST 18 funds |
| THE COCA-COLA COMPANY | April 29, 2026 | Vote on a shareowner proposal requesting a report on risks related to ingredients Other Social Issues |
Shareholder (E&S) | Against | AGAINST 72 funds |
Split 1 FOR, 24 AGAINST |
| THE COCA-COLA COMPANY | April 29, 2026 | Vote on a shareowner proposal requesting a report on the extent of the Company's diversity, equity and inclusion efforts Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 49 FOR, 22 AGAINST |
Split 2 FOR, 23 AGAINST |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Disclosure of Energy Supply Ratio Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 45 AGAINST |
Split 9 FOR, 10 AGAINST |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Lobbying Disclosure Other Social Issues |
Shareholder (E&S) | Against | AGAINST 46 funds |
Split 11 FOR, 8 AGAINST |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 60 AGAINST |
Split 1 FOR, 20 AGAINST |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Report on Customer Data Privacy Risks Other Social Issues |
Shareholder (E&S) | Against | AGAINST 64 funds |
Split 1 FOR, 20 AGAINST |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Report on Packaging Policies for Plastics Environment or Climate |
Shareholder (E&S) | Against | Split 40 FOR, 22 AGAINST |
Split 11 FOR, 9 AGAINST |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Report on Sufficiency of Associates' Access to Healthcare Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 64 funds |
Split 1 FOR, 20 AGAINST |
| THE KROGER CO. | June 25, 2026 | Report on GHG emissions reductions. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 51 AGAINST |
AGAINST 19 funds |
| THE PROCTER & GAMBLE COMPANY | October 14, 2025 | Shareholder Proposal Requesting Additional Reporting on Plastic Packaging Environment or Climate |
Shareholder (E&S) | Against | AGAINST 77 funds |
Split 1 FOR, 21 AGAINST |
| THE SOUTHERN COMPANY | May 13, 2026 | Stockholder proposal regarding a report on data center costs Corporate Governance |
Shareholder (E&S) | Against | AGAINST 47 funds |
Split 1 FOR, 16 AGAINST |
| THE TRAVELERS COMPANIES, INC. | May 20, 2026 | 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 1 FOR, 65 AGAINST |
Split 1 FOR, 16 AGAINST |
| TYLER TECHNOLOGIES, INC. | May 5, 2026 | Shareholder Proposal Regarding Political Spending. Other Social Issues |
Shareholder (E&S) | Against | Split 6 FOR, 20 AGAINST |
Split 21 AGAINST, 1 ABSTAIN |
| TYSON FOODS, INC. | February 5, 2026 | Shareholder proposal regarding report on environmental and human health impacts from waste lagoons. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 8 FOR, 8 AGAINST |
| TYSON FOODS, INC. | February 5, 2026 | Shareholder proposal regarding report on the anticipated impact of recent changes in US immigration practices on the Company's finances and operations. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 1 FOR, 16 AGAINST |
| UNDER ARMOUR, INC. | September 3, 2025 | To vote on a stockholder proposal, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 19 AGAINST |
Split 8 AGAINST, 2 ABSTAIN |
| UNITED PARCEL SERVICE, INC. | May 7, 2026 | To require UPS to engage a third-party to audit and prepare an additional report on the impacts of UPS operations affecting BIPOC and low income communities. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 54 funds |
Split 1 FOR, 16 AGAINST |
| UNITED PARCEL SERVICE, INC. | May 7, 2026 | To require UPS to provide an additional report describing the alignment of its operations and investments with its carbon neutrality goals. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 54 funds |
Split 1 FOR, 16 AGAINST |
| UNIVERSAL HEALTH SERVICES, INC. | May 20, 2026 | Stockholder proposal to adopt a policy requiring Universal Health Services, Inc. to publicly disclose its workforce diversity, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 26 funds |
Split 7 FOR, 9 AGAINST |
| VERIZON COMMUNICATIONS | May 21, 2026 | Board oversight of material issues related to climate change Environment or Climate |
Shareholder (E&S) | Against | AGAINST 53 funds |
Split 1 FOR, 17 AGAINST, 1 ABSTAIN |
| VERIZON COMMUNICATIONS | May 21, 2026 | Risks of non-fiduciary executive compensation metrics Environment or Climate |
Shareholder (E&S) | Against | AGAINST 53 funds |
Split 18 AGAINST, 1 ABSTAIN |
| VISA INC. | January 27, 2026 | Shareholder proposal on report on online sexual exploitation. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 102 funds |
Split 1 FOR, 26 AGAINST |
| WALMART INC. | June 4, 2026 | Report on Immigration Policy & Enforcement Corporate Governance |
Shareholder (E&S) | Against | AGAINST 60 funds |
Split 1 FOR, 22 AGAINST |
| WALMART INC. | June 4, 2026 | Report on Workplace Health and Safety Governance Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 60 funds |
Split 1 FOR, 22 AGAINST |
| WARNER BROS. DISCOVERY, INC. | June 9, 2026 | To vote on a stockholder proposal entitled "Sustainability ROI Report", if properly presented. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 44 funds |
Split 18 AGAINST, 2 ABSTAIN |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Energy Supply Ratio. Environment or Climate |
Shareholder (E&S) | Against | Split 7 FOR, 78 AGAINST |
Split 6 FOR, 12 AGAINST |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Report on High-Carbon Financing Litigation Risks. Environment or Climate |
Shareholder (E&S) | Against | Split 5 FOR, 81 AGAINST |
AGAINST 20 funds |
| WOLVERINE WORLD WIDE, INC. | May 7, 2026 | Shareholder proposal regarding new climate change polices or practices. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 7 AGAINST, 1 ABSTAIN |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.