Ingersoll Rand (IR) Stock Concentration Calculator
Calculator · free · no signup · IRQuantify Ingersoll Rand 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 Ingersoll Rand
Ingersoll Rand (IR) is a public Industrial company, incorporated in Delaware and headquartered in Davidson, NC.
Last close: $80.77 per share (as of 2026-08-18).
Equity grants at Ingersoll Rand typically include restricted stock units (RSUs).
Ingersoll Rand Inc. is an American multinational company that provides industrial products. The company was formed in February 2020 through the spinoff of the industrial segment of Ingersoll-Rand plc and its merger with Gardner Denver.
Source: Wikipedia (CC BY-SA 4.0)
The current company came from the 2020 combination of Gardner Denver with Ingersoll Rand's industrial segment, and it makes compressors, pumps, and vacuum equipment used in manufacturing processes. Aftermarket parts and service account for a large share of profit because installed equipment runs continuously and needs consumables. Acquisitions of small niche manufacturers are a routine part of capital allocation rather than an occasional event. Industrial capital spending sets the cycle for original equipment orders. Headquarters are in Davidson, North Carolina.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Ingersoll Rand.
If a meaningful share of your net worth sits in IR, 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 IR's option-implied volatility.
Example: 5,000 IR shares at $80.77 is a $403,850 position. A 30% drawdown costs $121,155; a 50% drawdown costs $201,925; a 70% drawdown costs $282,695. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using IR's option-implied volatility and your cost basis.
All Ingersoll Rand tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Ingersoll Rand equity questions
- How much IR 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 IR position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Ingersoll Rand grant ISOs, NSOs, or RSUs?
- Equity compensation at Ingersoll Rand typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
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