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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, with the board’s recommendation on it where the filings show one. A FOR vote on a proposal the board supported, or took no position on, is listed and labelled, but it is not a vote against the board. 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
37 proposals. Every shareholder proposal Managed Portfolio Series backed in 2024-2025 is listed here.
| Company | Meeting | Proposal | Category | On the ballot from | Board recommended | Managed Portfolio Series voted | Funds |
|---|---|---|---|---|---|---|---|
| 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 | Against | FOR | 3 |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on AI data usage oversight | Other Social Issues | Shareholder | Against | FOR | 3 |
| MICROSOFT CORPORATION | December 10, 2024 | Report on AI Data Sourcing Accountability. | Other Social Issues | Shareholder | Against | FOR | 3 |
| NIKE, INC. | September 10, 2024 | To consider a shareholder proposal regarding Environmental Targets, if properly presented at the meeting. | Environment or Climate | Shareholder | Against | FOR | 3 |
| 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. | Environment or Climate | Shareholder | Against | FOR | 2 |
| 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 | Against | FOR | 2 |
| META PLATFORMS, INC. | May 28, 2025 | A shareholder proposal regarding report on AI data usage oversight. | Other Social Issues | Shareholder | Against | FOR | 2 |
| MICROCHIP TECHNOLOGY INCORPORATED | 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 | Against | FOR | 2 |
| MICROSOFT CORPORATION | December 10, 2024 | Report on Data Operations in Human Rights Hotspots. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 2 |
| 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 | Against | FOR | 2 |
| 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 | Against | FOR | 2 |
| A.O. SMITH CORPORATION | April 8, 2025 | 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 | Against | FOR | 1 |
| APPLE INC. | February 25, 2025 | A shareholder proposal entitled "Report on Costs and Benefits of Child Sex Abuse Material-Identifying Software & User Privacy" | Other Social Issues | Shareholder | Against | FOR | 1 |
| APPLE INC. | February 25, 2025 | A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage" | Other Social Issues | Shareholder | Against | FOR | 1 |
| Alphabet Inc. | June 6, 2025 | Stockholder proposal regarding a human rights impact assessment of Al-driven targeted ad policies | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| Alphabet Inc. | June 6, 2025 | Stockholder proposal regarding a report on Al data usage oversight | Other Social Issues | Shareholder | Against | FOR | 1 |
| 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 | Against | FOR | 1 |
| CBOE GLOBAL MARKETS, INC. | May 6, 2025 | Stockholder proposal regarding political spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| CHEVRON CORPORATION | May 28, 2025 | Commission a Third-Party Report on Human Rights Practices | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| CHEVRON CORPORATION | May 28, 2025 | Report on Renewable Energy Stranded Asset Risks | Environment or Climate | Shareholder | Against | FOR | 1 |
| DEERE & COMPANY | February 26, 2025 | Shareholder proposal on a civil rights audit | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| DOLLAR GENERAL CORPORATION | May 29, 2025 | To vote on a shareholder proposal to adopt a comprehensive human rights policy. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| FEDEX CORPORATION | September 23, 2024 | Stockholder proposal regarding a Just Transition report. | Environment or Climate | Shareholder | Against | FOR | 1 |
| FEDEX CORPORATION | September 23, 2024 | Stockholder proposal regarding climate lobbying alignment with company's carbon neutral goals. | Environment or Climate | Shareholder | Against | FOR | 1 |
| IDEX CORPORATION | May 8, 2025 | 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 | Against | FOR | 1 |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | May 13, 2025 | Vote on a stockholder proposal regarding support for transparency in political spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| META PLATFORMS, INC. | May 28, 2025 | A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| META PLATFORMS, INC. | May 28, 2025 | A shareholder proposal regarding report on data collection and advertising practices. | Other Social Issues | Shareholder | Against | FOR | 1 |
| META PLATFORMS, INC. | May 28, 2025 | A shareholder proposal regarding report on hate targeting marginalized communities. | Other Social Issues | Shareholder | Against | FOR | 1 |
| META PLATFORMS, INC. | May 28, 2025 | A shareholder proposal regarding report on risks of deepfakes in online child exploitation. | Other Social Issues | Shareholder | Against | FOR | 1 |
| MICROSOFT CORPORATION | December 10, 2024 | Report on AI Misinformation and Disinformation. | Other Social Issues | Shareholder | Against | FOR | 1 |
| MICROSOFT CORPORATION | December 10, 2024 | Report on Risks of Weapons Development. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Microsoft Corporation | December 10, 2024 | Report on AI Data Sourcing Accountability | Other Social Issues | Shareholder | Against | FOR | 1 |
| Microsoft Corporation | December 10, 2024 | Report on Data Operations in Human Rights Hotspots | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| PEPSICO, INC. | May 7, 2025 | Shareholder Proposal - Third-Party Racial Equity Audit. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| TERADYNE, INC. | 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 | Against | FOR | 1 |
| WALMART INC. | June 5, 2025 | Racial Equity Audit | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
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Built October 25, 2026 from SEC Form N-PX filings.