Fortive (FTV) Stock Concentration Calculator

Calculator · free · no signup · FTV

Quantify Fortive concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.

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Your inputs

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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.

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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.

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Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator

About Fortive

Fortive (FTV) is a public Industrial company, incorporated in Delaware and headquartered in Everett, WA.

Last close: $57.47 per share (as of 2026-10-03).

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

Fortive Corporation is an American industrial technology conglomerate company headquartered in Everett, Washington. The company specializes in providing essential technologies for connected workflow solutions; designing, developing, manufacturing and distributing professional and engineered products, software and services. Their products and services are split into three strategic segments; Intelligent Operating Solutions, Precision Technologies, and Advanced Healthcare Solutions. As of December 2022, Fortive has over 18,000 employees in 60 countries worldwide.

Source: Wikipedia (CC BY-SA 4.0)

Danaher spun the company out in 2016 with a portfolio of industrial instruments and software, and it has since divested the more cyclical hardware to concentrate on connected workflow products. Management uses the Danaher Business System playbook it inherited, which pairs continuous improvement with disciplined acquisition. Field service management, facility safety compliance, and calibration instruments are the recurring-revenue anchors. The portfolio is deliberately assembled to reduce exposure to any single industrial cycle. Headquarters are in Everett, Washington.

Sources: sec.gov · en.wikipedia.org

Equity comp at Fortive

  • Fortive's Severance and Change-in-Control Plan for Officers is double-trigger: equity awards do not accelerate on a change in control alone. Acceleration requires a qualifying termination (without cause, or resignation for good reason) within 24 months following a qualified change in control, at which point unvested equity vests in full and performance-based awards are deemed achieved at target. Separately, many of Fortive's executive RSU grants vest over longer schedules than the market-standard 4-year/25%-annually pattern, often with vesting concentrated in years 3 through 5 after grant. Non-employee director RSUs, by contrast, vest in full upon a change in control regardless of termination (single-trigger), but that policy applies to the board, not employees.
  • RSUs use double-trigger vesting. Two things must both happen before the shares are yours: (1) the normal time-based vesting completes, and (2) the company has a liquidity event (an IPO or an acquisition). Until both happen, you do not yet own the shares and you do not owe tax on them.
  • Vesting schedule: Executive/officer RSU grants at Fortive commonly use longer, delayed-vesting schedules rather than the typical 4-year/25%-per-year pattern, e.g. one-third vesting on each of the 3rd, 4th, and 5th anniversaries of grant, 20% vesting on each of the first five anniversaries, or 50% vesting on each of the 3rd and 4th anniversaries, depending on the award..

Sources: sec.gov · sec.gov · investors.fortive.com · contracts.justia.com

Researched 2026-08-23.

OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Fortive.

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

Example: 5,000 FTV shares at $57.47 is a $287,350 position. A 30% drawdown costs $86,205; a 50% drawdown costs $143,675; a 70% drawdown costs $201,145. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using FTV's option-implied volatility and your cost basis.

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

Fortive equity questions

How much FTV 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 FTV position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
Does Fortive grant ISOs, NSOs, or RSUs?
Equity compensation at Fortive typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
Do Fortive RSUs use double-trigger vesting?
Yes. Fortive restricted stock units (RSUs) vest only when two things both happen: the time-based schedule completes, and the company has a liquidity event such as an initial public offering (IPO) or an acquisition. Until both occur you do not own the shares and owe no tax on them.
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