Vertiv (VRT) Stock Concentration Calculator
Calculator · free · no signup · VRTQuantify Vertiv 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 Vertiv
Vertiv (VRT) is a public Hardware company, incorporated in Delaware and headquartered in Westerville, OH.
Last close: $272.54 per share (as of 2026-08-19).
Equity grants at Vertiv typically include restricted stock units (RSUs).
The business was Emerson's network power division until a 2016 private-equity carve-out and a 2020 public listing, and it makes the power and cooling systems that keep data centers running. Artificial-intelligence workloads raised rack power density sharply, which turned liquid cooling from a niche product into a mainstream requirement. Orders follow data-center construction, giving unusual visibility through backlog. Service contracts on installed infrastructure supply recurring revenue. Headquarters are in Westerville, Ohio.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Vertiv.
If a meaningful share of your net worth sits in VRT, 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 VRT's option-implied volatility.
Example: 5,000 VRT shares at $272.54 is a $1,362,700 position. A 30% drawdown costs $408,810; a 50% drawdown costs $681,350; a 70% drawdown costs $953,890. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using VRT's option-implied volatility and your cost basis.
All Vertiv tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Vertiv equity questions
- How much VRT 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 VRT position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Vertiv grant ISOs, NSOs, or RSUs?
- Equity compensation at Vertiv 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 Vertiv equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.