Aptiv (APTV) Stock Concentration Calculator
Calculator · free · no signup · APTVQuantify Aptiv 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 Aptiv
Aptiv (APTV) is a public Automotive company, incorporated in Jersey and headquartered in Schaffhausen, Switzerland.
Last close: $48.6 per share (as of 2026-08-19).
Equity grants at Aptiv typically include restricted stock units (RSUs).
Aptiv PLC is a supplier of automotive technology and components. It is organized in Jersey and is a resident of Schaffhausen, Switzerland, for tax purposes. The company operates 139 major manufacturing facilities and 11 major technical centers and has a presence in 50 countries.
Source: Wikipedia (CC BY-SA 4.0)
Delphi split in 2017, and this half kept the electrical architecture and software that make a vehicle's electronics work rather than the powertrain components. Wiring harnesses, connectors, and the software that manages them grow in content per vehicle as cars add sensors and driver assistance, so revenue can rise even when unit production does not. Electric vehicles require substantially more electrical content than combustion ones. The company is incorporated in Jersey. Headquarters are in Schaffhausen, Switzerland.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Aptiv.
If a meaningful share of your net worth sits in APTV, 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 APTV's option-implied volatility.
Example: 5,000 APTV shares at $48.6 is a $243,000 position. A 30% drawdown costs $72,900; a 50% drawdown costs $121,500; a 70% drawdown costs $170,100. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using APTV's option-implied volatility and your cost basis.
All Aptiv tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Aptiv equity questions
- How much APTV 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 APTV position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Aptiv grant ISOs, NSOs, or RSUs?
- Equity compensation at Aptiv typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
One piece of the puzzle.
OptionsAhoy plans your Aptiv equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.