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Tax-Managed Growth Portfolio
fund voting report
- Vote records reported
- 1,640year to 30 June 2026
- Against management
- 7.4%122 of 1,639 marked votes
- Say-on-pay support
- 87.0%for, of for + against + abstain
- Shareholder-proposal support
- 37.5%for, of for + against + abstain
foragainstabstain, withhold or otheramber tick: the portion cast against management
For the year to 30 June 2026, Tax-Managed Growth Portfolio reported 1,640 vote records on Form N-PX. 122 of the 1,639 votes that were marked for or against management went against management: 7.4%, 1.2 percentage points above the median fund registrant (6.2%).
Weighted by the number of shares voted, the against-management share is 8.5%. The two figures differ when the votes against management fall on larger or smaller holdings than the rest.
On pay and on shareholder proposals: it voted for 87.0% of the section 14A say-on-pay items it reported (the median fund registrant: 91.6%) and it voted for 37.5% of the proposals put forward by security holders (the median fund registrant: 27.5%).
By category, votes against management were most frequent in CORPORATE GOVERNANCE (36.5% of 85), OTHER SOCIAL ISSUES (20.0% of 55) and SECTION 14A SAY-ON-PAY VOTES (13.3% of 120).
Compared with other filers
Each rate is defined once, in the methodology. The median is taken over 1,241 fund registrants with at least 25 vote records in the season.
| year to 30 June 2026 | This filer | Median fund registrant | All filers pooled |
|---|---|---|---|
| Against-management share | 7.4% | 6.2% | 10.6% |
| Say-on-pay support rate | 87.0% | 91.6% | 86.0% |
| Shareholder-proposal support rate | 37.5% | 27.5% | 33.9% |
| Shares on loan, share of shares held | 0.00% | 0.00% | 3.12% |
| Largest families, year to 30 June 2026 | Against management | Say-on-pay support | Shareholder-proposal support |
|---|---|---|---|
| Vanguard | 20.1% | 94.1% | 42.0% |
| BlackRock and iShares | 7.5% | 88.3% | 11.9% |
| Fidelity | 6.0% | 94.7% | 27.6% |
| Dimensional | 16.4% | 78.9% | 57.4% |
| State Street and SPDR | 16.9% | 77.1% | 50.4% |
Votes by category
Filers choose one or more categories for each vote, so a vote can appear in more than one row. Category names are printed as Form N-PX defines them.
| Category (as the form names it) | Votes | For | Against | Against management | Split |
|---|---|---|---|---|---|
| DIRECTOR ELECTIONS | 1,167 | 1,115 | 38 | 4.5% | |
| SECTION 14A SAY-ON-PAY VOTES | 120 | 100 | 15 | 13.3% | |
| AUDIT-RELATED | 118 | 118 | 0 | 0.0% | |
| SHAREHOLDER RIGHTS AND DEFENSES | 13 | 9 | 4 | 30.8% | |
| EXTRAORDINARY TRANSACTIONS | 4 | 3 | 1 | 25.0% | |
| CAPITAL STRUCTURE | 16 | 16 | 0 | 18.8% | |
| COMPENSATION | 41 | 38 | 3 | 2.4% | |
| CORPORATE GOVERNANCE | 86 | 63 | 23 | 36.5% | |
| ENVIRONMENT OR CLIMATE | 37 | 3 | 34 | 8.1% | |
| HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE | 15 | 4 | 11 | 26.7% | |
| DIVERSITY, EQUITY, AND INCLUSION | 19 | 1 | 18 | 5.3% | |
| OTHER SOCIAL ISSUES | 55 | 11 | 44 | 20.0% |
By season
| Season | Vote records | Against management | Say-on-pay support | Shareholder-proposal support | Split |
|---|---|---|---|---|---|
| year to 30 June 2024 | 2,877 | 10.9% | 91.2% | 41.5% | |
| year to 30 June 2025 | 1,955 | 7.4% | 90.8% | 25.8% | |
| year to 30 June 2026 | 1,640 | 7.4% | 87.0% | 37.5% |
Say-on-pay votes against management
Counting one say-on-pay item per company meeting, Tax-Managed Growth Portfolio voted against management on 15 of the 114 it marked either way (13.2%) in the year to 30 June 2026.
- Alphabet Inc. 5 Jun 2026
- Visa Inc. 27 Jan 2026
- Oracle Corporation 18 Nov 2025
- Texas Instruments Incorporated 16 Apr 2026
- ACCENTURE PLC 28 Jan 2026
- Uber Technologies, Inc. 4 May 2026
- Philip Morris International Inc. 6 May 2026
- Starbucks Corporation 25 Mar 2026
- Palo Alto Networks, Inc. 9 Dec 2025
- BlackRock, Inc. 20 May 2026
- Automatic Data Processing, Inc. 12 Nov 2025
- Arista Networks, Inc. 29 May 2026
- FedEx Corporation 29 Sep 2025
- Truist Financial Corporation 28 Apr 2026
- Monster Beverage Corporation 14 May 2026
Shareholder proposals it supported
Of 143 proposals from security holders that could be told apart in the filings and on which it cast a vote, Tax-Managed Growth Portfolio voted for 53 (37.1%). The 40 at the companies with the most reporting filers are listed. Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.
| Company | Meeting | Proposal |
|---|---|---|
| Microsoft Corporation | 5 Dec 2025 | Report on Human Rights Due Diligence |
| Microsoft Corporation | 5 Dec 2025 | Report on Al Data Usage Oversight |
| Microsoft Corporation | 5 Dec 2025 | Report on Data Operations in Human Rights Hotspots |
| Amazon.com, Inc. | 20 May 2026 | Shareholder proposal requesting a mandatory independent board chair policy |
| NVIDIA Corporation | 24 Jun 2026 | Approval of a non-binding stockholder proposal requesting the replacement of supermajority voting... |
| Alphabet Inc. | 5 Jun 2026 | Shareholder proposal regarding a report on AI data usage oversight |
| Alphabet Inc. | 5 Jun 2026 | Shareholder proposal regarding a report on AI-generated misinformation |
| Alphabet Inc. | 5 Jun 2026 | Shareholder proposal regarding equal shareholder voting |
| Visa Inc. | 27 Jan 2026 | Shareholder proposal on shareholder right to act by written consent. |
| Mastercard Incorporated | 16 Jun 2026 | Consideration of a stockholder proposal regarding shareholder right to act by written consent |
| Eli Lilly and Company | 4 May 2026 | Shareholder proposal to prepare an annual lobbying report. |
| Eli Lilly and Company | 4 May 2026 | Shareholder proposal to adopt a policy and amend the bylaws to require an independent board chair. |
| Netflix, Inc. | 4 Jun 2026 | Stockholder proposal entitled, "Proposal 4 - Shareholder Right to Act by Written Consent," |
| Walmart Inc. | 4 Jun 2026 | Report on Workplace Health and Safety Governance |
| Berkshire Hathaway Inc. | 2 May 2026 | Shareholder proposal requesting that the Company issue a report disclosing the Board's oversight framework... |
| Advanced Micro Devices, Inc. | 13 May 2026 | Stockholder proposal requesting changes to the stockholder right to call a special meeting. |
| QUALCOMM Incorporated | 17 Mar 2026 | Stockholder proposal entitled "Shareholder Ability to Call for a Special Meeting." |
| CATERPILLAR INC. | 10 Jun 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent |
| Wells Fargo & Company | 28 Apr 2026 | Require Independent Board Chair |
| ServiceNow, Inc. | 21 May 2026 | Shareholder proposal regarding shareholder right to act by written consent. |
| Texas Instruments Incorporated | 16 Apr 2026 | Stockholder proposal to permit stockholders to act by written consent. |
| ConocoPhillips | 12 May 2026 | Stockholder Proposal - Independent Board Chairman. |
| The Goldman Sachs Group, Inc. | 29 Apr 2026 | Shareholder Proposal Regarding Lobbying Disclosure |
| The Goldman Sachs Group, Inc. | 29 Apr 2026 | Shareholder Proposal Regarding Special Shareholder Meeting Thresholds |
| Philip Morris International Inc. | 6 May 2026 | Shareholder Proposal to issue a report on filter cleanup costs and extended producer responsibility laws... |
| Lowe's Companies, Inc. | 29 May 2026 | Shareholder Proposal requesting a report describing how the Company could disclose its plastic packaging... |
| PALANTIR TECHNOLOGIES INC. | 3 Jun 2026 | Stockholder proposal entitled "Political Spending Disclosure," |
| S&P Global Inc. | 20 May 2026 | Vote on a shareholder proposal to reduce the stock ownership threshold for calling a special shareholder... |
| Deere & Company | 25 Feb 2026 | Shareholder proposal on shareholder right to act by written consent |
| Starbucks Corporation | 25 Mar 2026 | Shareholder proposal requesting supermajority shareholder voting requirements be replaced with majority... |
| THE BOEING COMPANY | 17 Apr 2026 | Action by Written Consent. |
| Palo Alto Networks, Inc. | 9 Dec 2025 | To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding... |
| Lam Research Corporation | 4 Nov 2025 | Stockholder proposal titled "Realistic Shareholder Ability to Call for a Special Shareholder Meeting," |
| Analog Devices, Inc. | 11 Mar 2026 | To consider a shareholder proposal |
| Booking Holdings Inc. | 2 Jun 2026 | Non-binding stockholder vote on a proposal to avoid brand damage due to corporate political spending. |
| Colgate-Palmolive Company | 8 May 2026 | Stockholder proposal entitled "Independent Board Chairman." |
| Boston Scientific Corporation | 30 Apr 2026 | Stockholder proposal titled "Give Shareholders the Ability to Call for a Special Shareholder Meeting." |
| Meta Platforms, Inc. | 27 May 2026 | A shareholder proposal regarding annual vote regarding executive pay. |
| Meta Platforms, Inc. | 27 May 2026 | Shareholder Proposal Regarding Data Protection Impact Assessment |
| Meta Platforms, Inc. | 27 May 2026 | Shareholder proposal: OTHER SOCIAL ISSUES |
Shares on loan
Tax-Managed Growth Portfolio reported no shares on loan for the year to 30 June 2026. Shares lent out at the record date cannot be voted by the lender, which is why Form N-PX asks for the figure. More on lending and votes.
Fund series in this filing
1 series reported votes. A vote record can list several series. Series with 500 or more vote records have their own page.
| Series | Vote records | Against management | Say-on-pay support | Shareholder-proposal support |
|---|---|---|---|---|
| Tax-Managed Growth Portfolio | 1,640 | 7.4% | 86.8% | 37.5% |
The filings
These figures are read from the filer's own Form N-PX. If a vote on this page looks wrong, the filing is the record: a dispute about a filed vote is a matter for the filer, and an error in how this site read the filing is a matter for corrections.
- N-PX filed 3 Aug 2026 accession 0001140361-26-030856
- Every N-PX filing by this filer on EDGAR
Questions
How did Tax-Managed Growth Portfolio vote on executive pay?
In the year to 30 June 2026 Tax-Managed Growth Portfolio reported 115 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 100 were for (87.0%), 15 against and 0 abstentions. Counting one item per company meeting, it voted against management on 15 of the 114 say-on-pay items it marked either way.
How often does Tax-Managed Growth Portfolio vote against management?
7.4% of the time in the year to 30 June 2026: 122 of the 1,639 votes it marked as for or against management. Form N-PX asks each filer to state, vote by vote, whether the vote was for or against management's recommendation; this figure counts those marks.
Did Tax-Managed Growth Portfolio support shareholder proposals on climate?
In the category ENVIRONMENT OR CLIMATE it reported 37 votes on proposals from security holders in the year to 30 June 2026 and voted for 3 of them (8.1%). Across every category it voted for 37.5% of security-holder proposals. Filers choose the category for each vote, so the same proposal can sit in different categories in different filings.
Is this the result of the meetings?
No. Form N-PX shows how this filer voted the shares it held. It does not show how other shareholders voted or whether a proposal was approved. Companies report certified results separately, on Form 8-K.
Where does the data come from?
From the Form N-PX filings of this filer on the SEC's EDGAR system, read as filed. The SEC does not verify the contents. Amended filings (N-PX/A) replace the filings they amend. Data on this page runs through 23 Sep 2026.
Provenance: SEC EDGAR, Form N-PX and N-PX/A filings by Tax-Managed Growth Portfolio (filer no. 1002667), read as filed and not verified by the SEC. Amended filings replace the filings they amend. Filings read through 23 Sep 2026; page built 26 Sep 2026.