Parker Hannifin (PH) Stock Concentration Calculator

Calculator · free · no signup · PH

Quantify Parker Hannifin 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.

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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.

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

About Parker Hannifin

Parker Hannifin (PH) is a public Other company, incorporated in Ohio and headquartered in Cleveland, OH.

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

Parker-Hannifin Corporation, originally Parker Appliance Company, is an American multinational industrial manufacturing company specializing in motion and control technologies. Its corporate headquarters are in Mayfield Heights, Ohio, in Greater Cleveland. The company was founded in 1917 and has been publicly traded on the New York Stock Exchange since 1964. The firm is one of the largest companies in the world in motion control technologies, including aerospace, climate control, electromechanical, filtration, fluid and gas handling, hydraulics, pneumatics, process control, and sealing and shielding. Parker employs about 61,000 people globally. In 2024, Parker-Hannifin ranked #216 in the Fortune 500.

Source: Wikipedia (CC BY-SA 4.0)

Arthur Parker founded the company in 1917 selling pneumatic braking systems, lost everything when a truck carrying his inventory crashed, and rebuilt. It now makes motion and control technologies: hydraulics, pneumatics, filtration, seals, and fluid connectors, sold across industrial and aerospace markets in enormous product breadth. The 2022 Meggitt acquisition for roughly $8 billion doubled aerospace exposure, adding braking and fire protection systems with long aftermarket tails. Headquarters are in Cleveland, Ohio.

Sources: parker.com · en.wikipedia.org

Equity comp at Parker Hannifin

  • 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 Parker Hannifin.

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

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

Parker Hannifin equity questions

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