Home › Asset managers › Compare 2025-2026 › Invesco vs Northern Trust
Invesco 2025-2026 · Northern Trust 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 68,990 | 61,611 | 5,137 | 2,242 | 92.3% | 91.2% |
| Board proposals | 56,115 | 49,984 | 4,269 | 1,862 | 92.1% | 91.0% |
| E&S shareholder proposals | 173 | 75 | 26 | 72 | 74.3% | 67.5% |
| Other items | 12,702 | 11,552 | 842 | 308 | 93.2% | 92.3% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
98 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 | Invesco | Northern Trust |
|---|---|---|---|---|---|---|
| ALBERTSONS COMPANIES, INC. | August 7, 2025 | Stockholder Proposal Regarding Food Waste Reporting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 9 funds |
FOR 4 funds |
| AT&T INC. | May 14, 2026 | EEO-1 Report Disclosure Policy Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 37 funds |
FOR 8 funds |
| 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 | AGAINST 14 funds |
FOR 3 funds |
| 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 9 funds |
FOR 4 funds |
| CHARTER COMMUNICATIONS, INC. | April 21, 2026 | Stockholder proposal regarding political expenditures report. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 28 funds |
FOR 4 funds |
| 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 | AGAINST 22 funds |
FOR 4 funds |
| 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 | AGAINST 29 funds |
FOR 7 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 37 funds |
FOR 12 funds |
| GRINDR INC. | July 30, 2025 | Stockholder proposal regarding adoption of a human rights policy covering freedom of association and collective bargaining. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 1 fund |
FOR 1 fund |
| HARLEY-DAVIDSON, INC. | May 21, 2026 | To vote on a shareholder proposal regarding a climate transition plan. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 8 funds |
FOR 1 fund |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on Al data usage oversight. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 19 funds |
FOR 2 funds |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on climate change-related commitments. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 67 funds |
FOR 10 funds |
| 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 66 funds |
FOR 14 funds |
| NVR, INC. | May 7, 2026 | Shareholder proposal to disclose greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 18 funds |
FOR 6 funds |
| OTIS WORLDWIDE CORPORATION | May 27, 2026 | Shareholder proposal regarding reporting on political contributions and expenditures Other Social Issues |
Shareholder (E&S) | Against | AGAINST 23 funds |
FOR 7 funds |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Stockholder proposal entitled "Human Rights Impact Assessment," if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 39 funds |
FOR 5 funds |
| PILGRIM'S PRIDE CORPORATION | April 29, 2026 | A stockholder proposal to provide a political spending disclosure. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 9 funds |
FOR 4 funds |
| SKYWEST, INC. | May 5, 2026 | A shareholder proposal regarding collective bargaining policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 10 funds |
FOR 4 funds |
| 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 23 funds |
FOR 3 funds |
| 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 | AGAINST 25 funds |
FOR 8 funds |
| 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 | AGAINST 16 funds |
FOR 2 funds |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Disclosure of Energy Supply Ratio Environment or Climate |
Shareholder (E&S) | Against | AGAINST 43 funds |
FOR 8 funds |
| THE SOUTHERN COMPANY | May 13, 2026 | Stockholder proposal regarding a report on data center costs Corporate Governance |
Shareholder (E&S) | Against | AGAINST 20 funds |
FOR 6 funds |
| VERIZON COMMUNICATIONS | May 21, 2026 | Board oversight of material issues related to climate change Environment or Climate |
Shareholder (E&S) | Against | AGAINST 33 funds |
FOR 11 funds |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Energy Supply Ratio. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 41 funds |
FOR 7 funds |
| WORKDAY, INC. | June 16, 2026 | To consider and vote upon a stockholder proposal regarding disclosure of employee retention rates by demographic category. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 24 funds |
FOR 3 funds |
| ADOBE INC. | April 15, 2026 | Stockholder Proposal Regarding Board Matrix. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 37 funds |
Split 5 FOR, 5 AGAINST |
| ADOBE INC. | April 15, 2026 | Stockholder Proposal Regarding Retirement Plan Climate Risk. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 37 funds |
Split 5 FOR, 5 AGAINST |
| 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 18 FOR, 5 AGAINST |
FOR 3 funds |
| 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 | AGAINST 9 funds |
Split 1 FOR, 3 AGAINST |
| 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 9 funds |
Split 1 FOR, 3 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding AI Board oversight Corporate Governance |
Shareholder (E&S) | Against | AGAINST 62 funds |
Split 3 FOR, 10 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on AI data usage oversight Corporate Governance |
Shareholder (E&S) | Against | Split 39 FOR, 23 AGAINST |
FOR 13 funds |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on AI-generated misinformation Corporate Governance |
Shareholder (E&S) | Against | Split 5 FOR, 57 AGAINST |
Split 3 FOR, 10 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on data privacy Corporate Governance |
Shareholder (E&S) | Against | AGAINST 62 funds |
Split 3 FOR, 10 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding an enhanced disclosure on climate goals Environment or Climate |
Shareholder (E&S) | Against | AGAINST 62 funds |
Split 3 FOR, 10 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 | AGAINST 55 funds |
Split 3 FOR, 7 AGAINST |
| 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 6 FOR, 1 AGAINST |
FOR 4 funds |
| 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 | AGAINST 27 funds |
Split 1 FOR, 6 AGAINST |
| AUTONATION, INC. | April 28, 2026 | Adoption of stockholder proposal regarding GHG report. Environment or Climate |
Shareholder (E&S) | Against | Split 10 FOR, 5 AGAINST |
AGAINST 2 funds |
| BANK OF AMERICA CORPORATION | May 4, 2026 | Shareholder proposal requesting report on board oversight of risks related to animal welfare Other Social Issues |
Shareholder (E&S) | Against | AGAINST 42 funds |
Split 3 FOR, 8 AGAINST |
| 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 | AGAINST 29 funds |
Split 4 FOR, 7 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 | Split 2 FOR, 33 AGAINST |
FOR 12 funds |
| 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 35 funds |
Split 5 FOR, 7 AGAINST |
| DARDEN RESTAURANTS, INC. | September 17, 2025 | To vote on a shareholder proposal requesting the Company disclose measurable targets for reducing greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 1 FOR, 2 AGAINST |
| DIGITAL REALTY TRUST, INC. | May 29, 2026 | A stockholder proposal regarding enhanced water risk disclosure, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 2 FOR, 6 AGAINST |
| ELEVANCE HEALTH, INC. | May 13, 2026 | Shareholder Proposal Requesting an Independent Study on the Impact of Prohibiting Corporate Contributions to Partisan 527 Tax-Exempt Political Groups. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 35 funds |
Split 4 FOR, 2 AGAINST |
| ELI LILLY AND COMPANY | May 4, 2026 | Shareholder proposal to prepare an annual lobbying report. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 43 funds |
Split 5 FOR, 8 AGAINST |
| GE AEROSPACE | May 5, 2026 | Shareholder Proposal Requesting Report on Defense-Related Products Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 33 funds |
Split 1 FOR, 7 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 1 FOR, 27 AGAINST |
FOR 10 funds |
| 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 | AGAINST 35 funds |
Split 2 FOR, 4 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 25 funds |
Split 1 FOR, 5 AGAINST |
| INTEL CORPORATION | May 13, 2026 | Stockholder proposal requesting a report on Intel's human rights due diligence process. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 37 funds |
Split 4 FOR, 2 AGAINST |
| INTEL CORPORATION | May 13, 2026 | Stockholder proposal requesting a report on risk of China exposure. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 37 funds |
Split 2 FOR, 4 AGAINST |
| JPMORGAN CHASE & CO. | May 19, 2026 | Lobbying alignment Other Social Issues |
Shareholder (E&S) | Against | AGAINST 42 funds |
Split 4 FOR, 9 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 4 FOR, 10 AGAINST |
FOR 2 funds |
| 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 | AGAINST 32 funds |
Split 4 FOR, 3 AGAINST |
| LOWE'S COMPANIES, INC. | May 29, 2026 | Shareholder Proposal requesting a report on risks of sharing customer data with third parties. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 32 funds |
Split 4 FOR, 3 AGAINST |
| MERCK & CO., INC. | May 26, 2026 | Shareholder proposal regarding a report on political contributions. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 45 funds |
Split 5 FOR, 9 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 11 FOR, 56 AGAINST |
Split 2 FOR, 8 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 11 FOR, 56 AGAINST |
Split 2 FOR, 8 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 67 funds |
Split 2 FOR, 8 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 | Split 62 AGAINST, 5 ABSTAIN |
AGAINST 10 funds |
| MICROSOFT CORPORATION | December 5, 2025 | Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 3 FOR, 67 AGAINST |
FOR 13 funds |
| MICROSOFT CORPORATION | December 5, 2025 | Report on Human Rights Due Diligence Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 5 FOR, 65 AGAINST |
FOR 13 funds |
| Microsoft Corporation | December 5, 2025 | Report on Al Data Usage Oversight Other Social Issues |
Shareholder (E&S) | Against | AGAINST 70 funds |
Split 5 FOR, 8 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 70 funds |
Split 5 FOR, 8 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 1 FOR, 23 AGAINST |
FOR 7 funds |
| 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 1 FOR, 31 AGAINST |
FOR 3 funds |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Stockholder proposal entitled "Independent Report on Due Diligence Process," if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 39 funds |
Split 1 FOR, 4 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 32 FOR, 7 AGAINST |
FOR 5 funds |
| PAYPAL HOLDINGS, INC. | May 19, 2026 | Stockholder Proposal - Policy on Provision of Services in Conflict Zones. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 28 funds |
Split 3 FOR, 6 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 36 funds |
Split 3 FOR, 5 AGAINST |
| PEPSICO, INC. | May 6, 2026 | Shareholder Proposal - Report on Human Rights Oversight. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 36 funds |
Split 3 FOR, 5 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 41 funds |
Split 8 FOR, 3 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 11 FOR, 1 AGAINST |
AGAINST 2 funds |
| STEEL DYNAMICS, INC. | May 6, 2026 | SHAREHOLDER PROPOSAL - AVOID POLITICAL SPENDING BRAND DAMAGE Other Social Issues |
Shareholder (E&S) | Against | Split 21 FOR, 2 AGAINST |
FOR 3 funds |
| TARGET CORPORATION | June 10, 2026 | Shareholder proposal requesting a report on reducing plastic microfiber shedding. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 25 funds |
Split 3 FOR, 5 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 45 funds |
Split 4 FOR, 5 AGAINST |
| 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 39 funds |
Split 3 FOR, 5 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 | AGAINST 39 funds |
Split 3 FOR, 5 AGAINST |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Lobbying Disclosure Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 42 AGAINST |
Split 3 FOR, 5 AGAINST |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment Environment or Climate |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 4 FOR, 9 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 29 funds |
Split 4 FOR, 9 AGAINST |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Report on Packaging Policies for Plastics Environment or Climate |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 4 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 29 funds |
Split 4 FOR, 9 AGAINST |
| THE KROGER CO. | June 25, 2026 | Report on GHG emissions reductions. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 26 funds |
Split 3 FOR, 6 AGAINST |
| THE PROCTER & GAMBLE COMPANY | October 14, 2025 | Shareholder Proposal Requesting Additional Reporting on Plastic Packaging Environment or Climate |
Shareholder (E&S) | Against | AGAINST 44 funds |
Split 5 FOR, 9 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 | AGAINST 30 funds |
Split 3 FOR, 3 AGAINST |
| 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 25 funds |
Split 1 FOR, 4 AGAINST |
| 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 23 funds |
Split 3 FOR, 6 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 23 funds |
Split 3 FOR, 6 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 | Split 1 FOR, 21 AGAINST |
AGAINST 3 funds |
| VISA INC. | January 27, 2026 | Shareholder proposal on report on online sexual exploitation. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 44 funds |
Split 4 FOR, 7 AGAINST |
| WALMART INC. | June 4, 2026 | Report on Immigration Policy & Enforcement Corporate Governance |
Shareholder (E&S) | Against | AGAINST 50 funds |
Split 4 AGAINST, 5 ABSTAIN |
| WALMART INC. | June 4, 2026 | Report on Workplace Health and Safety Governance Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 50 funds |
Split 4 FOR, 5 ABSTAIN |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Report on High-Carbon Financing Litigation Risks. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 41 funds |
Split 2 FOR, 5 AGAINST |
| Walmart Inc. | June 4, 2026 | Report on Workforce Impact of Al and Automation Other Social Issues |
Shareholder (E&S) | Against | AGAINST 50 funds |
Split 4 FOR, 5 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.