Fortive (FTV) Stock Concentration Calculator
Calculator · free · no signup · FTVQuantify Fortive 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 Fortive
Fortive (FTV) is a public Industrial company, incorporated in Delaware and headquartered in Everett, WA.
Last close: $59.45 per share (as of 2026-08-18).
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
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 $59.45 is a $297,250 position. A 30% drawdown costs $89,175; a 50% drawdown costs $148,625; a 70% drawdown costs $208,075. 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.
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OptionsAhoy plans your Fortive equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.