Stryker (SYK) Stock Concentration Calculator

Calculator · free · no signup · SYK

Quantify Stryker 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 Stryker

Stryker (SYK) is a public Other company, incorporated in Michigan and headquartered in Portage, MI.

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

Stryker Corporation is an American multinational medical technologies corporation based in Portage, Michigan, United States. The company's products are used for medical surgery and neurotechnology, which include surgical equipment, patient and caregiver safety technologies, endoscopy systems, and patient handling, emergency medical equipment, and intensive care disposable products, as well as neurosurgical, neurovascular and oral and maxillofacial surgery implant products; and orthopedic surgery, which includes implants used in total joint replacements, such as hip, knee and shoulder, and trauma and extremities surgeries. Stryker's products are sold in over 75 countries and are used by 150 million patients annually. In 2024, 75% of the company's revenues came from the United States.

Source: Wikipedia (CC BY-SA 4.0)

Homer Stryker, an orthopedic surgeon in Kalamazoo, Michigan, founded the company in 1941 after designing a mobile hospital bed and a cast-cutting saw. Orthopedic implants for hips and knees remain central, alongside surgical equipment, neurotechnology, and the Mako robotic-arm system acquired in 2013, which surgeons use for joint replacement planning and execution. The 2020 Wright Medical acquisition added extremities. Growth has come through a steady acquisition program rather than a few large deals, and headquarters remain in Kalamazoo.

Sources: stryker.com · en.wikipedia.org

Equity comp at Stryker

  • 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 Stryker.

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

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

Stryker equity questions

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