Zoetis (ZTS) Stock Concentration Calculator
Calculator · free · no signup · ZTSQuantify Zoetis 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 Zoetis
Zoetis (ZTS) is a public Pharma/Biotech company, headquartered in Parsippany, NJ.
Last close: $73.96 per share (as of 2026-08-18).
Equity grants at Zoetis typically include restricted stock units (RSUs).
Zoetis Inc. (/zō-EH-tis/) is an American drug company, the world's largest producer of medicine and vaccinations for pets and livestock. The company was a subsidiary of Pfizer, the world's largest drug maker, but with Pfizer's spinoff of its 83% interest in the firm it is now a completely independent company. The company directly markets its products in approximately 45 countries, and sells them in more than 100 countries. Operations outside the United States accounted for 50% of the total revenue. Contemporaneous with the spinoff in June 2013 S&P Dow Jones Indices announced that Zoetis would replace First Horizon National Corporation in the S&P 500 stock market index.
Source: Wikipedia (CC BY-SA 4.0)
Pfizer separated its animal-health division in 2013, creating the largest company dedicated to medicines and vaccines for pets and livestock. The two halves behave differently: companion-animal products are bought by owners treating pets as family and support premium pricing, while livestock products are an input cost farmers optimize. Veterinary approvals are cheaper and faster than human drug approvals, which changes the economics of developing a product. Dermatology and pain treatments for dogs have been the growth franchise. Headquarters are in Parsippany, New Jersey.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Zoetis.
If a meaningful share of your net worth sits in ZTS, 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 ZTS's option-implied volatility.
Example: 5,000 ZTS shares at $73.96 is a $369,800 position. A 30% drawdown costs $110,940; a 50% drawdown costs $184,900; a 70% drawdown costs $258,860. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using ZTS's option-implied volatility and your cost basis.
All Zoetis tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Zoetis equity questions
- How much ZTS 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 ZTS position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Zoetis grant ISOs, NSOs, or RSUs?
- Equity compensation at Zoetis 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 Zoetis equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.