Analog Devices (ADI) Stock Concentration Calculator
Calculator · free · no signup · ADIQuantify Analog Devices 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 Analog Devices
Analog Devices (ADI) is a public Semiconductors company, incorporated in Massachusetts and headquartered in Wilmington, MA.
Equity grants at Analog Devices typically include restricted stock units (RSUs).
Analog Devices, Inc. (ADI), also known simply as Analog, is an American multinational semiconductor company specializing in data conversion, signal processing, and power management technology, headquartered in Wilmington, Massachusetts.
Source: Wikipedia (CC BY-SA 4.0)
Ray Stata and Matthew Lorber started the company in 1965 in a Cambridge Massachusetts loft, building operational amplifiers. It stayed analog while the industry chased digital, and that focus compounded: data converters, amplifiers, and power management parts with service lives measured in decades and gross margins to match. Two large acquisitions reshaped it, Linear Technology in 2017 and Maxim Integrated in 2021, concentrating high-performance analog under one roof. Industrial, automotive, and communications customers dominate, and the Wilmington Massachusetts company sells a catalog of tens of thousands of parts.
Sources: analog.com · en.wikipedia.org
Equity comp at Analog Devices
- 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 Analog Devices.
If a meaningful share of your net worth sits in ADI, 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 ADI's option-implied volatility.
All Analog Devices tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Analog Devices equity questions
- How much ADI 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 ADI position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Analog Devices grant ISOs, NSOs, or RSUs?
- Equity compensation at Analog Devices typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Analog Devices RSUs use double-trigger vesting?
- No. Analog Devices 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 Analog Devices equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.