Suncoast Equity Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Suncoast Equity Management’s Portfolio HIO Stock Details HIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-20,036	Closed	-$72.7K	–	78
2026 Q1	$72.7K	Buy	20,036 +1,154	+6%	+$4.3K	0.01%	92
2025 Q4	$70.1K	Buy	18,882 +690	+4%	+$2.61K	0.01%	88
2025 Q3	$69.9K	Buy	18,192 +479	+3%	+$1.9K	0.01%	89
2025 Q2	$70.5K	Buy	17,713 +474	+3%	+$1.82K	0.01%	83
2025 Q1	$68.6K	Buy	17,239 +298	+2%	+$1.19K	0.01%	80
2024 Q4	$66.6K	Buy	16,941 +591	+4%	+$2.35K	0.01%	75
2024 Q3	$66.2K	Buy	16,350 +436	+3%	+$1.71K	0.01%	73
2024 Q2	$60.6K	Sell	15,914 -14,767	-48%	-$55.9K	0.01%	69
2024 Q1	$120K	Buy	30,681 +547	+2%	+$2.16K	0.01%	70
2023 Q4	$116K	Hold	30,134	–	–	0.02%	70
2023 Q3	$110K	Hold	30,134	–	–	0.02%	71
2023 Q2	$114K	Buy	+30,134	New	+$114K	0.02%	71

Other funds holding HIO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Suncoast Equity Management's HIO Position: Q2 2026 in Review

Suncoast Equity Management sold out of Western Asset High Income Opportunity Fund (HIO) in Q2 2026, closing a stake of 20,036 shares — an estimated $72.7K sold.

Suncoast Equity Management first reported a position in HIO in Q2 2023 and held it in 12 quarters. The position peaked at $120K in Q1 2024. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

Suncoast Equity Management reported no remaining Western Asset High Income Opportunity Fund position as of Q2 2026 after selling out during the quarter.
Suncoast Equity Management sold 20,036 Western Asset High Income Opportunity Fund shares in Q2 2026, an estimated $72.7K.
Suncoast Equity Management first reported a position in Western Asset High Income Opportunity Fund in Q2 2023 and held it in 12 quarters.
Suncoast Equity Management's Western Asset High Income Opportunity Fund position peaked at $120K in Q1 2024.
112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on Suncoast Equity Management's 13F filing for Q2 2026, filed 4 Aug 2026.