Edwards Lifesciences (EW) Stock Concentration Calculator

Calculator · free · no signup · EW

Quantify Edwards Lifesciences 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

Default. Adjust to test.
35%
Default. Adjust to test.
20%
10%

Tax

67%
Highly concentratedLong-term
If 30% drop
−$150,000
If 50% drop
−$250,000
If 70% drop
−$350,000

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).

Tax
Wealth (3y)$956,485
+$33,417 vs.

Tax
Wealth (3y)$994,174
+$71,106 vs.

Tax
Wealth (3y)$1.04M
+$112,490 vs.

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.

Design a hedge →

Build your own plan

Toggle below — chart updates live. Sell buttons show the slice.
Sell over 1 yearSell over 2 yearsSell over 3 yearsCustom
$712,500$815,995$919,489$1,022,984$1,126,478Yr 0Yr 1Yr 2Yr 3
Year 1
Year 2
Year 3
Tax$200,753
Hedge cost$37,676
Wealth at Y3$1,046,371
Vs. best fixed plan+$10,813

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 Edwards Lifesciences

Edwards Lifesciences (EW) is a public Other company, incorporated in Delaware and headquartered in Irvine, CA.

Equity grants at Edwards Lifesciences typically include restricted stock units (RSUs).

Edwards Lifesciences Corporation is an American medical technology company headquartered in Irvine, California, specializing in tissue heart valves and transcatheter technologies for the treatment of structural heart disease. The company has manufacturing facilities at the Irvine headquarters, as well as in Draper, Utah; Costa Rica; Singapore; and Limerick, Ireland. The company is also constructing a manufacturing plant in Moncada, near Valencia, Spain, with a €150 million investment. Production is scheduled to begin in 2027.

Source: Wikipedia (CC BY-SA 4.0)

Baxter spun off its cardiovascular business in 2000, taking the name of Miles Lowell Edwards, who built the first artificial heart valve with surgeon Albert Starr in 1960. Transcatheter aortic valve replacement defines the modern company: the Sapien valve, delivered by catheter rather than open surgery, expanded from inoperable patients to lower-risk ones as trial evidence accumulated. Surgical valves and critical care monitoring round out the portfolio, the latter divested in 2024. Headquarters are in Irvine, California.

Sources: edwards.com · en.wikipedia.org

Equity comp at Edwards Lifesciences

  • 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 Edwards Lifesciences.

If a meaningful share of your net worth sits in EW, 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 EW's option-implied volatility.

All Edwards Lifesciences tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →

Edwards Lifesciences equity questions

How much EW 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 EW position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
Does Edwards Lifesciences grant ISOs, NSOs, or RSUs?
Equity compensation at Edwards Lifesciences typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
Do Edwards Lifesciences RSUs use double-trigger vesting?
No. Edwards Lifesciences 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.
Find another companyOther peers

One piece of the puzzle.

OptionsAhoy plans your Edwards Lifesciences equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.

Request beta access