AeroVironment (AVAV) Stock Concentration Calculator
Calculator · free · no signup · AVAVQuantify AeroVironment concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About AeroVironment
AeroVironment (AVAV) is a public Aerospace/Defense company, incorporated in Delaware and headquartered in Arlington, VA.
Equity grants at AeroVironment typically include restricted stock units (RSUs).
AeroVironment, Inc., also known as AV, is an American defense technology company headquartered in Arlington, Virginia that designs and manufactures autonomous systems, counter-UAS systems, and space systems. The company was founded in 1971 by Paul B. MacCready Jr., a designer of human-powered aircraft. The company provides the US Department of Defense and foreign militaries with small and medium-sized drones—notably the Raven, Switchblade, Wasp, and Puma. Through its acquisition of BlueHalo in 2025, the company provides directed energy and space communications systems to U.S. and foreign militaries.
Source: Wikipedia (CC BY-SA 4.0)
Paul MacCready founded the company in 1971 and built the Gossamer Condor, the first human-powered aircraft to complete a figure-eight course, then the solar Helios. Defense work became the business: hand-launched Raven and Puma reconnaissance drones, and Switchblade loitering munitions that soldiers carry in a backpack, both used extensively in Ukraine. The 2021 Arcturus UAV purchase added larger systems and the 2025 BlueHalo deal added space and directed energy. Headquarters are in Arlington, Virginia.
Sources: avinc.com · en.wikipedia.org
Equity comp at AeroVironment
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-08-17.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by AeroVironment.
If a meaningful share of your net worth sits in AVAV, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with AVAV's option-implied volatility.
All AeroVironment tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
AeroVironment equity questions
- How much AVAV stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your AVAV position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does AeroVironment grant ISOs, NSOs, or RSUs?
- Equity compensation at AeroVironment typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do AeroVironment RSUs use double-trigger vesting?
- No. AeroVironment restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
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OptionsAhoy plans your AeroVironment equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.