DaVita (DVA) Stock Concentration Calculator
Calculator · free · no signup · DVAQuantify DaVita 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 DaVita
DaVita (DVA) is a public Healthcare Services company, incorporated in Delaware and headquartered in Denver, CO.
Last close: $177.91 per share (as of 2026-08-19).
Equity grants at DaVita typically include restricted stock units (RSUs).
DaVita Inc., incorporated in Delaware and headquartered in Denver, provides kidney dialysis services through a network of 2,657 outpatient centers in the United States, serving 200,500 patients, and 585 outpatient centers in 14 other countries serving 94,500 patients. The company primarily treats end-stage renal disease (ESRD), which requires patients to undergo kidney dialysis, often 3 times per week for the rest of their lives unless they receive a kidney transplant via organ donation.
Source: Wikipedia (CC BY-SA 4.0)
The company operates outpatient dialysis clinics across the United States, treating patients with kidney failure who require several sessions a week indefinitely. Revenue mixes government reimbursement, which covers most patients and pays near cost, with commercial insurance, which pays multiples of that rate, so profitability turns on the commercial share more than on treatment volume. Clinic economics reward density because staffing and equipment are fixed. Regulatory and reimbursement policy changes are the dominant risk to earnings. Headquarters are in Denver.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by DaVita.
If a meaningful share of your net worth sits in DVA, 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 DVA's option-implied volatility.
Example: 5,000 DVA shares at $177.91 is a $889,550 position. A 30% drawdown costs $266,865; a 50% drawdown costs $444,775; a 70% drawdown costs $622,685. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using DVA's option-implied volatility and your cost basis.
All DaVita tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
DaVita equity questions
- How much DVA 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 DVA position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does DaVita grant ISOs, NSOs, or RSUs?
- Equity compensation at DaVita typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
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